Member Benefits

What you get by joining

  • Membership in the Financial Planning Association and the Oregon and SW Washington Chapter
  • Connect with the top financial planning professionals in Oregon 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 $39 – $475 per year
  • Corporate Discounts available for businesses with multiple chapter members
  • Continuing Education Chapter Meetings – 9 lunch meetings per year. Costs are $40 for member, $55 for non members. Most meetings provide up to 2 hours CE credit for CFP®. Oregon Insurance and Washington Insurance CE depends on content.
  • Annual full-day Spring Financial Forum with CE available.


Monthly Chapter Meetings


Social Networking Events


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, Oregon and Washington insurance)
  • 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