Membership Types

Become a member of the Financial Planning Association FPA® – the community that fosters the value of financial planning

The Financial Planning Association FPA® offers the best networking and educational opportunities that the financial planning community has to offer. You will connect with your colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources, to name a few.

The Financial Planning Association advances your profession. We understand that your time is precious, that is why FPA stays focused on giving you what you need to support you in your success.

Links will redirect you to the FPA National website.  Once you join at the FPA National level you will automatically be a member of the Austin chapter. Questions? Call Membership Services at (800) 322-4237. Those interested in Corporate Group memberships should contact Membership Services

CFP® Professional Membership JOIN NOW
CFP® professional membership is for CFP® professionals who actively practice or support financial planning in the U.S. regardless of practice type or compensation method.

You receive:
*Monthly luncheons at Austin Country Club at no additional cost
*CFP® Continuing Education
*Networking with peers in the industry
*Complimentary subscription to national magazine Journal of Financial Planning
*plus MORE

Please be sure to inquire with FPA Nationals about current discounts available:
*Group Discounts
*FPA’s Member Get a Member Program
*$50 one-time savings when enrolling in FPA’s Auto-Renewal program
*Special promotional discounts


Allied Professional Membership  JOIN NOW
The Allied Professional Membership is those who deliver personal financial services to the public or support financial planners in their practice. Your membership fee not only gets you great benefits with FPA but also covers our monthly lunches at Austin Country Club.

CFP® Candidate  JOIN NOW
A candidate for CFP® certification who has applied to the CFP Board to take the CFP® Certification Examination, but who has not yet met all of CFP Board’s certification requirements – members may hold this membership type for a maximum of 3 years. Lunch meetings are $40 per lunch.

CFP® Certificant Student JOIN NOW
For students who are enrolled in a CFP Board certificate program with the ultimate interest in pursuing a career as a CFP Professional – members may only hold this type of membership for a maximum of 2 years. Lunch meetings are $40 per lunch.

Faculty  JOIN NOW
For academics who teach full time in a CFP Board registered degree program, certificate program or a related finance or business high school or degree program with the ultimate interest of supporting students who wish to pursue financial planning as a career. Lunch meetings are $40 per lunch.

Full Time Student  JOIN NOW
For students who are enrolled in a full time graduate or undergraduate finance or business related degree program with the ultimate interest in pursuing a financial planning career – members may only hold this membership type for a maximum of 4 years. Lunch meetings are $20 per lunch.

Member Emeritus 
Retired planners whose primary profession was financial planning – available for members who have reached full retirement age (as defined by SSA) and, if employed as a business professional, work less than an average of 20 hours per week calculated on an annual basis View Member Emeritus Benefits   Call 800.322.4237 to learn more about this category. Lunch meetings are $20 per lunch.