The Financial Planning Association® is the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
Your Partner in Planning™
2025 Trends in Retirement Planning Survey
The 2025 Trends in Retirement survey by FPA and the Journal of Financial Planning—with support by Finance of America—will highlight the products and strategies that financial planners value most and reveal their perspectives about retirement planning.
The Latest in Practice Support
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!
TIFIN Wealth
FPA members managing less than $100M in AUM can now receive free access to TIFIN Wealth, the AI Engine for Organic Growth.
FPA Business Hub
The FPA Business Hub puts engaging content at your fingertips to help you transform your business and impact your work as a financial planner.
The Latest in Learning
Research: Financial Planner Perspectives on a Profession in Transition
The latest research from FPA and Allianz Life Insurance Company of North America (Allianz) reveals key insights into how financial planners will adapt to meet evolving client needs.
Where are Financial Planners Investing Now? The 2024 Trends in Investing Report
Discover the latest insights from the 2024 Trends in Investing survey by FPA and the Journal of Financial Planning. Dive into the investment preferences of over 200 financial professionals as they navigate the increasingly dynamic investment landscape.
UniFi by CAIA™ Programs Discounted for FPA Members
All FPA members are eligible to receive discounted access to UniFi by CAIA™, an online series of educational offerings geared towards the needs of client- and adviser-facing financial professionals.
The Latest in Advocacy
Live FPA PAC Event: Parsing the November 5th Election Results
Join the FPA PAC for this live, virtual event on Thursday, Nov. 21, at 4:00 p.m. ET, when veteran lobbyist Duane Thompson previews what the November 5th election will mean for the profession.
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.
FPA CEO Patrick Mahoney Represents FPA at EBSA Hearing
Patrick Mahoney, CEO of the Financial Planning Association, was honored to speak before the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) regarding the proposed Retirement Security Rule.
The Latest in Networking
FPA Retreat 2025: Join Us for an Unforgettable Experience!
We are excited to announce that FPA Retreat 2025 will take place at the Hilton Chicago Oak Brook Resort and Conference Center from April 28-30, 2025. Registration is now open with special early bird pricing, so plan to join us in Chicago next April!
FPA NexGen: Supporting the Next Generation of Planners
The next generation is comprised of new and aspiring financial planners who come from a variety of life experiences and backgrounds. FPA gives them a professional home from which they can thrive.
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.
FPA and Money Reveal the 2024 Best Financial Planners
DENVER AND SAN JUAN (September 19, 2024) – FPA, and iconic personal finance brand Money® are pleased to officially announce the launch of the 2024 Best Financial Planners list, an initiative to build awareness of financial planning.
New Research Reveals Focus on Financial Planning in a Changing Landscape
DENVER (September 18, 2024)—As the financial planning profession faces myriad changes in industry, global, and client trends, financial planners are preparing to face them head-on, according to research by FPA and Allianz.
Daniel Galli, CFP®, Elected 2025 FPA President-elect
DENVER (September 18, 2024) – FPA announced today that the Board of Directors elected Daniel J. Galli, CFP®, as the 2025 FPA President-elect for a one-year term.
State of FPA Virtual Update
FPA leaders and professional staff held the annual State of FPA Virtual Update on June 5, 2024, to provide FPA Members an overview of the Association’s work to be their partner in planning.
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.
Partner Spotlight
Professional Education
Access Exclusive Content!
Finance of America offers FPA members educational tools about reverse mortgages through the FPA Learning Center!