Member Benefits

As a member of the Financial Planning Association (FPA®), you have access to a combination of the best networking and educational opportunities the financial planning community has to offer. You will connect with your colleagues, influence regulatory initiatives and take advantage of an array of benefits including top rated conferences, career services and practice resources, to name a few.The Financial Planning Association is the community that fosters the value of financial planning and advances the profession. We understand that your time is precious, that is why FPA stays focused on giving you what you need to support you in your success. The FPA of South Carolina offers members access to monthly educational meetings, networking events, career information and the annual symposium.

Business Solutions

Online Practice 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

Practice Resources – FPA also offers substantial members-only discounts on practice management tools, client marketing tools, continuing education exams and more..

Complimentary quarterly practice management CDs – Professional members receive these cutting-edge presentations from the profession’s leaders to help with overall business success.

FPA’s Marketplace – This upcoming area of our Web site will provide you with a special opportunity to market your services and products to over 28,000 financial planning professionals, describe in detail your consulting services or products, gain brand recognition and post updates and press releases on the most widely viewed financial services related directory

Government Relations

FPA has a tremendous impact on legislative and regulatory issues affecting you and your clients. Visit this portion of our website to see current government relations activities. As a member of FPA, you will benefit from our legislative involvement in four ways:

1. Stay informed of regulatory initiatives and legislation that could affect the way you do business.

2. Have an advocate, since FPA is the only major organization representing your concerns as a financial planning professional.

3. Help shape policy in Washington and your state capitol by becoming actively involved.

4. Participate in FPA’s Political Action Committee to help FPA build relationships with federal legislators whose decisions affect FPA members.