Join FPA
Individual Membership Benefits
$1.08 a Day Provides a Wealth of Membership Benefits:
108 Reasons FPA is the Heart of Financial Planning
As a member of the Financial Planning Association (FPA®), you have access to a combination of the best networking and educational opportunities 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 is the community that fosters the value of financial planning and advances the 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.
Membership with the National FPA is a prerequisite to membership with FPA of Houston.
Your dues entitle you to membership in the FPA of Houston Chapter. *As a member of the FPA of Houston you have the opportunity to become a Season Ticket Holder (STH). The Season Ticket gives the member admission to nine monthly meetings. Approximately 25 CE credit hours can be earned throughout the year.
* Please note: you must be a member on the National level, your membership status will be verified before acceptance of the Season Ticket application.
Financial Planner Categories
Financial Planner
CFP® professionals & individuals who practice financial planning as their primary vocation
Candidate for CFP Certification
Candidate who has passed the CFP Board Certification Examination and is working on experience requirement
1st Year CFP® Certificant
Individuals in first year of CFP Certification
2nd Year CFP® Certificant
Individuals in second year of CFP Certification
Retired Financial Planner
Retired planners whose primary profession was financial planning
Associated Professional Categories
Associated Professional
Estate planning attorneys, accountants, mortgage professionals or other executives who support the profession
Support Staff
Paraplanners, office managers and others who support the financial planning process; doesn't include CFP® certificants
Educator Categories
Educator
Individuals who spend most of their time teaching financial planning, finance or business at an educational institution
Student - Degree
Student enrolled in a CFP Board-registered degree program or related finance/business degree program
Student - Certifcate
Student enrolled in a CFP Board certificate program
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