Prospective Member of the Financial Planning Association

The primary aim of the Financial Planning Association (FPA) is to be the community that fosters the value of financial planning and advances the financial planning profession. FPA welcomes all who advance the financial planning process. 

FPA History - On January 1, 2000, members of the International Association for Financial Planning (IAFP) and the Institute of Certified Financial Planners (ICFP) took a bold step forward by merging their organizations to create the Financial Planning Association (FPA).  The Financial Planning Association, a member driven organization, has approximately 28,000 CFP® professionals, financial planners, specialists and organizations working together to advance the financial planning process. The FPA is a recognized international organization of financial professionals; and it is the strongest collective voice in the history of our profession.

Why Join? - The Financial Planning Association is your connection to other financial planning professionals, resources and benefits that will help you achieve a greater level of professional growth.  By joining the FPA of Iowa, you will:
• Connect with the top financial planning professionals in Iowa,
• Share ideas and techniques you can put to work in your own business,
• Have access to top notch continuing education classes and seminars,
• Take part in public relations and consumer events,
• Receive updated news about legislative/regulatory issues that affect your profession.

Member Driven - In addition, membership will allow you to volunteer and actively participate in decisions that affect your profession.  It will also provide opportunities for leadership roles. FPA of Iowa has developed and implemented a six step leadership structure that has radically changed the progress we are making toward specific goals. This collaborative leadership structure provides more effective decision making and the results are impressive. Each of the board members is responsible for a committee and its initiatives.  The dynamic effects of this leadership structure include the ability to not only meet goals, but to surpass them and create new projects and accomplishments. The Iowa Chapter continues to be a leader and that is why it repeatedly has achieved the highest chapter recognition since 2003 – The Gold Level

Most important, your membership in the FPA of Iowa is affirmation of your commitment to your professional community.  Make a difference, become a member and get involved today! 

To view additional Member Benefits or a Member Application, click here.

If you wish to mail the application along with a check, click on the application below:
• Member Application