Member Benefits

what you get by joining

  • Membership in the Financial Planning Association and the Minnesota Chapter
  • Connect with the top financial planning professionals in Minnesota and throughout the U.S.
  • Share ideas and techniques you can put to work in your own business
  • Access to top-notch continuing education classes and seminars
  • Participate in public relations and consumer events
  • Stay up-to-date on news about legislative/regulatory issues that affect your profession
  • Discounts on some very competitive and popular retail business services

what are my costs

    • Individual Membership categories ranging from $50 - $375 per year
      • CFP® Professional - $375 + local chapter dues
      • Allied Professional - $299 + local chapter dues
      • New to the Profession Financial Planner - $275
      • Academic - $199
      • Aspiring Financial Planner - $50
      • International - $149
      • Member Emeritus - $149
    • Group Membership - $250/Firm | Download Application
      • 15% off individual FPA membership dues (CFP® Professional and Allied Professional membership dues only)
      • 10% off FPA national conferences (FPA Annual Conference and the FPA Retreat)
      • Free live webinars and six free on-demand webinars PLUS MORE!
    • Continuing Education Chapter Meetings - 6 breakfast, 2 lunch, 2 afternoons including networking socials - at $40 each or $299 for a Chapter Meeting Season Pass; most meetings include up to 2 hours CE credit for CFP®, MN insurance licensees, CIMA, NASBA/CPE, and CLE. All Season Pass holders will receive a complimentary copy of the annual recorded sessions.
    • Annual 2-day Conference with up to 14 CEs ranging from $519 - $619
    • Save $25 on your next renewal by Referring A Colleague 
Monthly Chapter Meetings

Monthly Chapter Meetings

Annual Golf & Bocce Tournament

Annual Golf & Bocce Tournament

FPA Members Give Back

FPA Members Give Back

FPA offers

  • A network of nearly 26,000 financial planning professionals
  • Opportunities to develop relationships with colleagues and other financial experts
  • Online community of resources and networking with other members through FPA Connect
  • Monthly chapter meetings offering outstanding continuing education programs (CFP Board, Minnesota insurance, NASBA CPE, CFA, CDFA and CIMA, including expanded Code of Ethics program)
  • Two day annual Symposium offering nationally known speakers and educational credits
  • Nationally recognized conferences at substantial member discounts
  • Career Development programs covering employment, CFP certification, internships, new planner online community and residency programs
  • Practice management and business tools including Journal of Financial Planning, online information and networking services
  • Strengthened advocacy and public awareness efforts to promote the value of financial planning and the CFP mark