Your referrals help the association move the profession forward by adding new members, and both you and those you refer save on your dues. There’s no easier way to help us grow the financial planning community, while putting a bit of money back in your pocket.

Here’s how it works:

Referring Member*: 

  • Get $25 for each new CFP® Professional or Allied Professional Member
  • Get $10 for each new Aspiring Financial Planner or Academic Member

Referred Member:

  • New CFP® Professional and Allied Professional Members receive a one-time savings of $25 toward enrolling as a first-time member 
  • New Aspiring Financial Planner and Academic Members receive a one-time savings of $10 toward enrolling as a first-time member

The more you refer, the more you save!

Refer a Member Today

*Aspiring Financial Planner members are ineligible to receive referral savings on membership dues. Discount cannot be combined with any other offers or promotions.

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Refer a Member Today