The FPA Member Get-a-Member Referral Program allows you to save $50 on your dues renewal for each colleague you invite who becomes a CFP® Professional or Allied Professional member of the Financial Planning Association® (FPA®). You will receive $20 for each Faculty, CFP® Certificant or CFP® Candidate member who joins FPA. In addition, the member you referred will receive a one-time savings of $50 or $20 depending on their membership category.*
It's the definition of a win-win-win situation. Each referral helps FPA move the profession forward by adding new members to our community, and both you and those you refer save on your dues. There's no limit to how many planners you can refer, and thus no limit on how much you can save.
To participate, simply complete the form below (one form submission per referral) and click Submit.
If you have any questions, please contact our Member Engagement team by calling 1-800-322-4237 or email MemberServices@OneFPA.org.
Click here to be linked to the National FPA and the Referral Form: