The Financial Planning Association® (FPA®) is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is proud to be your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
Your Partner in Planning™
Celebratory Video
25 Years. One Vision. Your Association.
Join us in celebrating 25 years of FPA! Watch our anniversary video and reflect on how we’ve grown together, and how we're shaping what comes next.
The Latest in Practice Support
The FPAi Authority
The new FPAi Authority offers tools and guidance to help you work smarter, save time, and better serve clients. Developed with Matt Reiner of Capital Investment Advisors, it provides a curated hub of content to help you cut through the noise.
FPA MediaSource
FPA MediaSource is a unique platform that was designed exclusively for CFP® professional members of FPA that delivers media queries right to your inbox. Nearly 10,000 queries have been sent to FPA members!
Tune In To FPA LIVE!
Tune in to this fun series of conversations with interesting people doing interesting things in and out of financial planning. Each interview is live over FPA social media and provided here so you can tune in whenever you want!
The Latest in Learning
FPA Residency: Spring 2026
Led by a faculty of highly experienced deans and mentors, this highly acclaimed experiential-learning program is designed to immerse newly or soon-to-be certified CFP® professionals in the practice of the “art of financial planning.”
Journal of Financial Planning
First published in 1979, the mission of the Journal of Financial Planning is to expand the body of knowledge in the financial planning profession. The Journal's content is dynamic, innovative, and directly beneficial to financial planners in their work.
The FPA® Competency Model™: A Learning Journey for Financial Planning Excellence
Go beyond technical knowledge with a bold new framework that defines the behavioral skills that drive success in financial planning and offers you a structured path to lifelong professional development.
The Latest in Advocacy
Become a Volunteer Pro Bono Financial Planner
Every year, FPA chapters and members provide thousands of hours of one-on-one, no-strings-attached pro bono financial planning advice to thousands of consumers across the country. Learn how you can get started!
FPA Legislative Advocacy: Your Voice Matters
FPA wants to partner with you to be a voice for the financial planning community on Capitol Hill, in state legislatures, and with regulatory and certifying bodies. FPA works to ensure that your voice is heard.
Comment Letter on Expiring Provisions of the Tax Cuts and Jobs Act of 2017 (TCJA)
FPA and allied organizations submit a comment letter asking Congress to adopt tax incentives to encourage savers to seek advice and guidance from financial professionals.
The Latest in Networking
FPA SHIFT™ 2026
FPA SHIFT™ 2026 (formerly FPA Retreat) is where financial planners step away to transform. It’s where personal and professional evolution occurs, and your “shift” begins.
The Blueprint: An FPA NexGen® Podcast
Explore the next generation of financial planners with "The Blueprint: An FPA NexGen® Podcast." Discover their personal journeys, challenges, and successes. Whether you're new or experienced, find inspiration and insights in this engaging podcast.
FPA Chapters: Connect with Your Local Community
FPA’s network of 75 chapters and state councils play a critical role in driving the value of FPA membership.
FPA News and Updates
Learn what's taking place that benefits you and the profession.
Kathy Longo, CFP®, and Michael Kothakota, Ph.D., CFP®, Named New Journal of Financial Planning Practitioner and Academic Editors
DENVER (January 27, 2026) – FPA announced today the distinguished volunteer professionals advising the long-running Journal of Financial Planning.
Registration for the FPA Spring 2026 Residency Is Open
DENVER (January 22, 2026) – On June 12, FPA will commence its FPA Spring 2026 Residency program. FPA is the only organization to curate such an experiential and immersive learning opportunity for new or soon-to-be CFP® professionals.
FPA Launches “FPAi Authority” to Support Members with AI Education and Tools
DENVER (January 12, 2026) – To help financial planners become more comfortable with artificial intelligence, FPA has partnered with Capital Investment Advisors to launch the FPAi Authority, a curated content library featuring videos and other content.
Dan Galli, CFP®, Begins His Role as 2026 President of the Financial Planning Association
DENVER (January 6, 2026) – Coming off of its milestone 25th anniversary, educator and financial planner Dan Galli, CFP®, principal at Daniel J. Galli & Associates, has officially started his role as 2026 FPA President, effective January 1.
Read the FPA CEO Update for Q4 2025
FPA CEO Dennis Moore, CFP®, provides an update on the Association and a personal reflection on FPA Annual Conference 2025 in Las Vegas and what's in store for FPA events in the New Year.
Overview: FPA's Long-Term Strategic Plan
The continually changing landscape of the financial planning profession, the greater financial services industry, and increased competition mean FPA needs to focus on solidifying its relevance and impact for members and the profession.
FPA Partner Spotlight
Allianz
Collaboration drives success. Discover how Allianz supports financial planners through innovation, education, and partnership with FPA.