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.
All memberships must go through the FPA National Organization by clicking on JOIN FPA at the top of our website or on JOIN NOW by each membership type below. 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
Special Discounts (If there isn’t a link below, please check with Membership Services at [email protected] or 800-322-4237)
*Group Discounts – CLICK HERE
*FPA’s Member Get a Member Program – CLICK HERE
*Discount Code for New CFPs: Promotion Code INTROFPA provides a $200 discount off CFP® Professional membership dues for first-time members of FPA. The code can be redeemed
during checkout at JoinFPA.org, by phone at or included on a mailed application. Note: This special first-year savings can’t be combined with any other offers including the
15% discount available to individual members of FPA Institutional and Group Members, any referral savings through the FPA Member-Get-a-Member Program and $50 one-time savings
when enrolling in the FPA auto-renewal program.
*$50 one-time savings when enrolling in FPA’s Auto-Renewal program
*Special promotional discounts
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.
*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
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.
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.
Chapter Fee Structure
CFP and Allied Members: When you join FPA, there is NO EXTRA CHARGE for each monthly chapter meeting. Your payment includes the cost of 9 chapter lunch meetings.
CFP Candidate, Faculty, CFP Certificant Student, International Members: $40.00 per lunch meeting
Member Emeritus and Full-Time Student Members: $20.00 per lunch meeting
Transfer Members: $40.00 per lunch meeting until you renew locally
Guests and non-members: $60.00 *Rates are subject to change.