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

Individual Membership categories ranging from $39 – $475 per year
Corporate Discounts available for businesses with multiple chapter members
Continuing Education Chapter Meetings – Our chapter hosts many CE chapter meetings throughout the year with registration costs ranging from $60 - $175. Members receive a discount registration price.
Annual full-day Spring Financial Forum with CE available.

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