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Financial Planning Association

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A membership association for financial planners, including CERTIFIED FINANCIAL PLANNER professionals, with local chapters and national events.

At a glance

Type
Professional association
Who it's for
Financial planning
Coverage
National, with the site describing events as building national and global relationships
Meetings
Local chapters, chapter leaders conference, annual conference, retreat, gathering and residency events

Is this right for you?

Best for
Financial planners and advisors who want local chapter networking, practice resources and advocacy

FPA was formed in 2000 through the merger of two earlier planning groups and is headquartered in Denver, Colorado. It serves financial planning professionals and also runs a section for consumers. Listed offerings include a learning center, the Journal of Financial Planning, research, a job board, practice support such as a marketplace and a business hub, advocacy through a policy center, and an online community the site says has over 20,000 members. Members can find a local chapter, and FPA runs an annual conference and other gatherings.

Details from Financial Planning Association's own website, checked 2026-10-31. They may be incorrect or out of date. For accurate information, contact Financial Planning Association directly.

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Common questions

What is Financial Planning Association?

A membership association for financial planners, including CERTIFIED FINANCIAL PLANNER professionals, with local chapters and national events.

Who is Financial Planning Association for?

Financial planning.

Where and how does Financial Planning Association meet?

Local chapters, chapter leaders conference, annual conference, retreat, gathering and residency events. National, with the site describing events as building national and global relationships.

How do I join Financial Planning Association?

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