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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.

Join FPA  |  Individual Member Benefits



  • Attend educational seminars qualifying for continuing education credits which are reported directly to the CFP® Board of Standards
  • Participate in the annual FPA DFW Conference, held at the Irving Convention Center each spring.
  • NexGen events and seminars for members who are age 36 and under.



  • Attend educational seminars, practice management meetings and social events with over 800 other members and financial service providers
  • Access to the online membership directory
  • Meet potential employers or employees
  • Participate in public awareness programs

Practice Management

  • Meet leading professionals in the financial planning community
  • Attend presentations on current issues by experts
  • Participate in the annual FPA DFW Conference
  • Access a network of affiliated professionals
  • Receive discounts on products and services
  • Access to FPA National's online webinars



Professional Development

  • Access to the annual FPA DFW Career Day 
  • Access job bank information (members can post a job opening for free!)
  • Attend media relations training
  • Get quoted by media sources (CNBC, Wall Street Journal, CNN, etc)
  • Obtain media exposure
  • Explore pro bono programs



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 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  NEW MEMBERS SAVE $200 BY USING PROMO CODE INTROFPA
    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®


FPA PlannerSearch® has been newly redesigned and re-engineered to better meet the needs of our CFP® professional members and the consuming public.


Learn more and opt in.




FPA Group Memberships


Empower Your Local Firms with an FPA Group Membership

Join together, save together, benefit together. Group Membership at FPA is an easy and efficient way for firms with fewer than 300 employees to gain access to the professional development, community, continuing education and practice management resources that drive success. Here are some of the fantastic benefits your firm will receive:

  • 15% off individual FPA dues for CFP® Professional and Allied Professional membership types
  • Additional 10% off FPA Annual Conference and the FPA Retreat - on top of the member-exclusive discount!
  • Free live webinars and six free on-demand webinars
  • Recognition at FPA Annual Conference 
  • Use of FPA group member logo
  • single, consolidated invoice
  • Plus all the benefits of individual FPA membership!


more Calendar

1/1/2020 » 4/30/2020
2020 FPA DFW Season Ticket


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