Showcase your commitment to the financial planning process.
FPA Alliance Program
The FPA Alliance Program recognizes firms that demonstrate a commitment to professionalism in financial planning. This program provides firms whose business models embrace the financial planning process an opportunity to publicly demonstrate their commitment to the financial planning community and their clients.
FPA Alliance firms publicly embrace FPA's principles of advancing the financial planning profession and the value oF financial planning to the public through their support of leadership development, regulatory compliance, community service, lifelong learning and membership.
- Commitment to Financial Planning & the CFP® Mark
- Membership Benefits & Discounts
- Use of Logo in Marketing & Recruiting Efforts
Membership Benefits & Discounts
FPA offers group membership programs for firms who would like to support the professional development of their financial planning employees or representatives. These programs provide financial firms with a discounted membership rate based upon the number of total employees or representatives enrolled as members.
By taking advantage of FPA's group membership rates, financial planning firms can involve their financial advisers by connecting them to the most comprehensive source of knowledge and best practices in the financial planning profession. As a member of FPA, advisers are entitled to discounts on conferences and online education courses which will enhance their ability to attract, serve and retain clients.
Marketing & PR Activities of FPA
FPA is quickly becoming the resource of choice for consumers, connecting them with objective, independent and comprehensive information on how to best meet their financial goals. Leverage our consumer outreach to help in your brand-building efforts.
