Who Are Our Members?
The Financial Planning Association members represent all 50 states and, at last count, 35 countries around the world. It's an exciting adventure, and you are invited to be a part of it.
Membership in The Financial Planning Association is open to all the disciplines of financial planning. FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams.
Our members include:
Financial Planners: CFP® practitioners and other professionals holding themselves out as financial planners, who have made a commitment to the financial planning process. These members are encouraged to pursue and attain the CFP marks.
Allied professionals include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants and others who advance the financial planning process in their work with clients.
Broker-Dealer membership is for NASD-member firms that are in the retail securities business and whose representatives are allowed to offer more than proprietary products. As a group, FPA’s broker-dealer members account for more than 120,000 representatives and significant market share in the sale of mutual funds, insurance and annuities of all types. FPA is the only national organization that brings independent broker-dealers and securities distribution firms together to share information and ideas with each other--and with individuals from other financial disciplines.
Corporate membership includes companies that provide products and services to or through financial advisers or broker-dealers. Corporate members help foster FPA’s inclusive environment and are offered opportunities to increase their visibility with other members.