How To Set Up Your Account

Below are the three steps you’ll need to take to get your FPA PlannerSearch account to show up on plannersearch.org. As a reminder, to be eligible for this program you must be a current CFP® Professional member of FPA.

 

Step 1

Visit the Opt In Page for FPA PlannerSearch: https://www.onefpa.org/MyFPA/admin/Pages/PlannerSearchEligibility.aspx 

  • Read and accept the FPA PlannerSearch Conditions and Terms of Use and click the 'Sign Up' button.

Step 2

Sign in to continue.

Access this exclusive member content, plus so much more.