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The Financial Planning Association (FPA) is the leading professional body for the financial planning profession. Membership offers a great range of benefits and is real value for money, whether you’re just starting out in the profession, building your career, running a practice or have retired from full-time work. Each member type is different and so we've developed a diverse range of benefits to match. Our Membership categories are: General (including Student and Retired), Associate Financial Planner, CFP® practitoner, and Principal member.
You can also view a snapshot of all the member benefits here. |
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Member benefits by category
CFP Practitioner Associate Financial Planner Principal (AFSL holder) Retired General Student Membership
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Benefits of FPA membership
Establish your credentials
- joining the FPA declares your commitment to higher standards of professional conduct, ethical behaviour and lifelong learning
- eligible members can use valuable post nominals like AFP (Associate Financial Planner)
- you can gain additional post nominals via specialist accreditation programs
- you can study to become a CERTIFIED FINANCIAL PLANNER™ professional - the global symbol of excellence - giving you worldwide recognition for your skills and professionalism in financial planning, and increasing your career development opportunities
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Get involved
- choose your own level of involvement
- we have committees on important issues to shape the direction of your profession
- we have 31 Chapters across Australia so you can get involved at a local level
- our popular FPA National Conference, held annually, attracts outstanding national and international speakers, as well as providing many networking and educational activities
- Our Future2 Foundation for the financially disadvantaged and our pro bono program for those in need such as victims of the Victorian bushfires are great opportunities for members to be socially responsible
- you can contribute virtually, through our online blog or member consultations on legislative proposals
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Stay current
Stay up-to-date on everything happening within the profession, from policy developments and the latest research to online debate on current issues with:
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our highly valued monthly Financial Planning magazine
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fortnightly CEO e-news
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our regularly updated website
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CEO Blog, an interactive discussion forum
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Our monthly Policy Update
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Build your business
- members have access to a wide range of practice management services and technical resources, many at discounted member rates
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Be rewarded
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Be heard
- there is strength in numbers
- the FPA gives you a voice in the financial services industry, in Government, and in shaping your profession
- our strong relations with Government, regulators and the media ensure your interests are represented at every level
- members are regularly invited to contribute to debate and shape the direction of policies
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Be seen
- Find a Planner, our online directory, is widely used by consumers searching for a planner in their area, with an average of 30,000 hits per month
- our Value of Advice campaign and annual Financial Planning Week promote the standing of financial planners in the community and give members an opportunity to build their profiles in the media
- winners of our Value of Advice Awards are feted within the profession and promoted nationally through the media
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