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Promotion Code INTROFPA provides a $200 discount off of CFP® Professional membership dues for first-time members of FPA. The code can be entered when joining online at the new FPA membership pages, by providing it if joining by phone at 1-800-322-4237 or including the code on a hard copy application mailed in. Note: This special first-year savings can’t be combined with any other offers including the 15% discount available to individual members of FPA Institutional and Group Members, any referral savings through FPA’s Member Get a Member Program and $50 one-time savings when enrolling in FPA’s Auto-Renewal program. 
Individual Membership Benefits

As a member of the Financial Planning Association (FPA®), you have access to a combination of the best networking and educational opportunities the financial planning community has to offer. You will connect with your colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources, to name a few.

The Financial Planning Association is the community that fosters the value of financial planning and advances the profession. We understand that your time is precious, that is why FPA stays focused on giving you what you need to support you in your success.

Online Application

Join now online, or by faxing the PDF appication - you will be redirected to the FPA National website.
By Phone: 800.322.4237

Join the FPA  |  Individual Member Benefits

Learn more about our new monthly payment option!


Most links will redirect you to the FPA National website.  Once you join at the FPA National level you will automatically be a member of the Dallas/Fort Worth chapter.

FPA Membership Categories

  • CFP® Professional Membership  JOIN NOW

    PROMO CODE: CFP® Professionals joining FPA for the first time can use promo code INTROFPA to receive a $200 discount off their total membership dues

    CFP® professional membership is for CFP® professionals who actively practice or support financial planning in the U.S. regardless of practice type or compensation method

  • Allied Professional Membership  JOIN NOW
    The Allied Professional Membership is those who deliver personal financial services to the public or support financial planners in their practice  

  • CFP® Candidate  JOIN NOW
    A candidate for CFP® certification who has applied to the CFP Board to take the CFP® Certification Examination, but who has not yet met all of CFP Board's certification requirements -   members may hold this membership type for a maximum of 3 years

  • CFP® Certificant Student  JOIN NOW
    For students who are enrolled in a CFP Board certificate program with the ultimate interest in pursuing a career as a CFP Professional - members may only hold this type of membership for a maximum of 2 years

  • Faculty  JOIN NOW
    For academics who teach full time in a CFP Board registered degree program, certificate program or a related finance or business high school or degree program with the ultimate interest of supporting students who wish to pursue financial planning as a career.  

  • Full Time Student  JOIN NOW
    For students who are enrolled in a full time graduate or undergraduate finance or business related degree program with the ultimate interest in pursuing a financial planning career - members may only hold this membership type for a maximum of 4 years

  • Member Emeritus 
    Retired planners whose primary profession was financial planning - available for members who have reached full retirement age (as defined by SSA) and, if employed as a business professional, work less than an average of 20 hours per week calculated on an annual basis 

    View Member Emeritus Benefits       Call 800.322.4237 to learn more about this category


Refer a Colleague

Refer a colleague - Member-Get-A-Member Program
Referring colleagues is rewarding with the Member-Get-A-Member program. Referring and referred members receive discounts on their annual membership dues. The more you refer, the more you can save!



FPA Members: Join FPA PlannerSearch

Details and opt-in enrollment  

Our unique online tool, FPA PlannerSearch®, is designed to help consumers find financial planners 


FPA Group Memberships

Group membership qualifications and application


more Calendar

FPA DFW Chapter Meeting - For individuals attending the chapter meeting only

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