Financial Planning Association


About Financial Planning Association

The Financial Planning Association is a leading membership community for Certified Financial Planning professionals and individuals committed to improving their financial planning processes. 

The Financial Planning Association is a fee-based organization that is fully remote, with members dispersed around the world. 

The Financial Planning Association offers members a host of benefits. These privileges include access to FPA's insurance programs, FPA Job Board for career advancement, FPA's Marketplace of discounted products and services, and publication opportunities in a members-only monthly publication. In addition, members will have the opportunity to participate in programs and sessions with Carson Coaching. 

This organization offers networking opportunities via FPA's local chapters, private online communities, and annual conferences and events. Benefits and content can all be accessible through FPA's member portal website and mobile app. 

In order to be considered for The Financial Planning Association, candidates must be CERTIFIED FINANCIAL PLANNER professionals or an individual engaged in the financial planning process.

An annual fee in the range of $100 to $1,000 will be due at the time of joining the organization. 

Current members of The Financial Planning Association are leaders from several notable firms such as: Omega Wealth Management, Ameriprise Financial, and Raymond James Financial Services. 


Financial Planning Association Facts

Year Founded


Member Count

10,000 - 20,000

HQ Location


Requires Invitation


Accepts Applications


Has a Mobile App


Offers Publishing Privileges


Annual Membership Fees

$100 - $1,000