Join a Membership Organization
CFP Board strongly encourages CFP® professionals to take advantage of the networking and professional development opportunities offered by joining a membership organization in the financial planning profession.
Financial Planning Association® (FPA®)
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA® is the CFP® professional’s partner in planning by helping them realize their vision of success with:
- Practice Support – FPA® supports members with vast savings on the tools they need
- Learning – FPA® provides members with relevant and accessible educational content
- Advocacy – FPA® helps members be advocates for financial planning
- Networking – FPA® provides unmatched networking with a vibrant community of planners
National Association of Personal Financial Advisors (NAPFA)
NAPFA is the country’s leading professional association of Fee-Only financial planners — highly trained professionals who are committed to working in the best interests of those they serve. All NAPFA-Registered Financial Advisors are required to always work in a Fee-Only capacity, accepting no commissions. NAPFA provides:
- Valuable and rigorous professional development opportunities
- Subscriptions to the NAPFA Advisor magazine and member newsletter, What’s New at NAPFA
- Discounts on products and services appropriate for a Fee-Only advisor
- Access to the web-based NAPFA Community, including the popular discussion forum where you can post questions, receive answers and learn new approaches from your NAPFA peers
The Association of African American Financial
Advisors (Quad-A)
The Association of African American Financial Advisors (Quad-A) is the nation’s premier trade association dedicated to increasing the presence, influence and success of Black/African American professionals across all sectors of the financial services ecosystem. Quad-A’s mission centers on expanding access to wealth management careers, fostering professional growth and building a future where every Black family is empowered with comprehensive financial planning resources.
Through strategic partnerships with financial institutions, historically Black colleges and universities (HBCUs), academic leaders and regulatory agencies, Quad-A works to advance representation and drive meaningful change in the financial services ecosystem. The organization also engages with policymakers on Capitol Hill to advocate for policies that support Black financial professionals and the communities they serve.