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

Membership Categories

  • CFP® Professional ($494 annually) - You are a CERTIFIED FINANCIAL PLANNER™ professional
  • Allied Professional ($389 annually) - You work in a role critical to the financial planning profession or hold a position in financial planning or financial services. You do not have an active CERTIFIED FINANCIAL PLANNER™ certification
  • Aspiring Financial Planner ($53 annually) - You aspire to become a financial planner. This membership type may be held for a maximum of four years. 
  • Academic ($209 annually) - You teach full-time in a financial planning-related degree or certificate program at the graduate, undergraduate or high school level. 
  • Member Emeritus ($156 annually) - You are a retired financial planning professional, and work no more than 20 hours per week.
    • Corporate Discounts available for businesses with multiple chapter members.


CE Chapter Meetings


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