303.867.7188 | nbailey@onefpa.org

Member 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. The FPA of Charlotte offers members access to monthly educational meetings, networking events, career information and the annual symposium.

Business Solutions

Government Relations

Public Relations


Career Development

FPA Connections

Service to Members


Online Practice Services Center – Visit this section of our Web site for a compilation of resources, business ideas, practice management techniques, products, services and partnerships to support members in creating the kind of practice they desire

Practice Resources – FPA also offers substantial members-only discounts on practice management tools, client marketing tools, continuing education exams and more..

Complimentary quarterly practice management CDs – Professional members receive these cutting-edge presentations from the profession’s leaders to help with overall business success.

FPA’s Marketplace – This upcoming area of our Web site will provide you with a special opportunity to market your services and products to over 28,000 financial planning professionals, describe in detail your consulting services or products, gain brand recognition and post updates and press releases on the most widely viewed financial services related directory

FPA has a tremendous impact on legislative and regulatory issues affecting you and your clients. Visit this portion of our website to see current government relations activities. As a member of FPA, you will benefit from our legislative involvement in four ways:

1. Stay informed of regulatory initiatives and legislation that could affect the way you do business.

2. Have an advocate, since FPA is the only major organization representing your concerns as a financial planning professional.

3. Help shape policy in Washington and your state capitol by becoming actively involved.

4. Participate in FPA’s Political Action Committee to help FPA build relationships with federal legislators whose decisions affect FPA members.

A key mission of FPA is to promote the value of financial planning to the public and to serve as the voice of the financial planning profession. Below are key highlights of FPA’s Public Relations department activities.
Financial Planning Week – Occurring the first full week in October each year, this week is dedicated to helping the public understand the value of financial planning. Throughout the week, media, legislative and public events are held across the country. Chapters play a major role in the events.

The National Financial Planning Support Center was created as a direct response to the tragedies of September 11, 2001. While FPA continues to offer pro-bono financial planning assistance to those directly impacted by September 11th, our efforts have now extended. Visit the consumer portion of our Web site for more detailed information on how FPA educates and offers assistance to the public.

Every new and renewing member receives 12 FREE continuing education coupons, each good for one Journal of Financial Planning online exams, to use throughout their 12 month membership term.

Local Chapters – A nationwide network of over 100 chapters forms the backbone of FPA and attracts the best in the financial planning community.   

Virtual Learning Center – Access unmatched educational programs including national meetings, self-study courses and virtual sessions at discounted rates.

Success Forum – FPA’s annual convention and exposition is considered the gathering place of the worldwide financial planning community.

Retreat – This conference for advanced planners is unlike any other for coming together to learn, share, build your knowledge and immerse yourself in your craft

Residency Programs – A highly acclaimed program for new planners that offers a client-centered training experience using
Bridge the Gap – An annual program designed for the planner with less than two years of experience; held in conjunction with Success Forum.

Broker-Dealer – Top educational and networking opportunities for Broker-Dealer executives.

Career development initiatives and programs have been and are currently being developed to help FPA members advance their careers.

Career Center – This online benefit is designed to provide a variety of information on career opportunities and resources. 

Employment – An online job/resumé board exists for members to post job listings and resume listings.

Internships – Guidelines and a resumé board for those offering or seeking internships.

CFP certification – Information and resources on how to obtain the CFP certification.

Where Participation Becomes Knowledge FPA is committed to providing ways for members to make connections, engage in conversation and exchange knowledge.

FPA Dialogue Series is an ongoing, live event series about the future of financial planning. Develop relationships, generate ideas and exchange knowledge with other professionals.

FPA Café is an online space where conversations can occur among financial planning professionals. FPA Café uses technology that allows participants to interact within the discussions via e-mail or their Web browser.

Self-organized communities provide you with the opportunity to join an ongoing community and meet with your colleagues online or at national meetings.

The Financial Planning Association (FPA™) exists because of our members and for our members. Our member services specialists are available from 9:00 am to 7:00 pm EST/EDT, Monday thru Friday, to assist you with questions, concerns and needs.

To join FPA, register for an event, place an order, or get more information about FPA resources, please call a member services specialist at 800.322.4237 or e-mail us at membership@fpanet.org.
International members: Please call +1.404.845.0011 or e-mail us at international@fpanet.org.

Journal of Financial Planning  – FPA’s official, peer-reviewed monthly publication offers readers the best current thinking from prominent writers and financial planning experts. An annual subscription is included with membership – a $90 value.
Solutions – The bimonthly practice management publication delivers information to help you, your business and your profession.
FPA This Week – This weekly e-newsletter brings you updates on FPA happenings industry events.