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. The San Gabriel Valley Chapter provides that community by hosting monthly luncheons with a featured speaker, designed to provide practical knowledge and skills to improve practice management. By attending our meetings and joining our chapter, you'll meet a diverse group of financial professionals and have new opportunities to discuss the topics of our profession.

 FPA New membership application 
(Local Chapter: San Gabriel Valley )

Here's what you can expect from membership in the Financial Planning Association:

A strong network of nearly 20,000 members

• *NEW!* Every new and renewing member receives 12 FREE continuing education coupons, each good for one Journal of Financial Planning online exams, to use throughout their 12-month membership.
• Local Chapters - A nationwide network of over 100 chapters forms the backbone of FPA, other opportunities to network with the best in the financial planning community, and provide great education on a local level.   
• Virtual Learning Center (VLC) - Access unmatched educational programs including national meetings, self-study courses and virtual sessions at discounted member rates. Many VLC sessions are sponsored by national organizations and are free of charge to members.
• FPA's Annual Conference - FPA's annual convention and exposition is considered the gathering place of the worldwide financial planning community and members attend at a discounted rate.
• Retreat - This conference for advanced planners is unlike any other for coming together to learn, share, build your knowledge and immerse yourself in your craft. Members attend at a discounted rate.
• Residency Programs - A highly acclaimed program for new planners that offers a client-centered training experience using comprehensive and detailed case studies.
• Financial Planning Essentials - An annual program designed for the planner with less than two years of experience; held in conjunction with FPA's annual conference.

• Career development initiatives and programs have been and are currently being developed to help FPA members advance their careers.

  • Career Center - This online benefit is designed to provide a variety of information on career opportunities and resources. 
  • Employment - An online job/resumé board exists for members to post job listings and resume listings. 
  • Internships - Guidelines and a resumé board for those offering or seeking internships.
  • CFP Certification - Information and resources on how to obtain the CFP certification, as well as discounts on CFP Board-registered education programs review materials.
  • Online Practice Management Services Center - Visit this section of our Web site for a compilation of resources, business ideas, practice management techniques, products, services and partnerships to support members in creating the kind of practice they desire.
  • Career Resources - FPA also offers substantial members-only discounts on practice management tools, client marketing tools, and tools to help get you started in financial planning.
  • Complimentary quarterly practice management CDs - Professional members receive these cutting-edge presentations from the profession's leaders to help with overall business success.

  • Media Queries – FPA occasionally reaches out to its membership for potential media opportunities. If you’re interested in being quoted in the trade magazines or would like to be considered for local media opportunities, please contact your chapter’s Public Relations Director. PR Directors manage the media relations efforts for their chapters.

  • Speaker’s Bureau – FPA partners with a number of organizations to help increase the public’s awareness of the financial planning process. FPA also connects members with organizations interested in financial planning presentations. To sign up as a volunteer and possibly be connected for local speaking opportunities complete the volunteer opt-in form.

  • E-mail Hotline – FPA provides CFP professionals the opportunity to answer questions from the public on general financial planning topics via an e-mail hotline. To sign up as a volunteer to answer general questions from the public complete the volunteer opt-in form