Financial Advisor Training & More

Member Benefits

Your FPA of New Jersey membership unlocks exclusive benefits at both the local and national levels.

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Join FPA NJ

Local Chapter Benefits

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  • Serve on a Committee or Board

    Get involved by joining a committee, or take your leadership to the next level by serving on the board.

  • Discounted Event Rates
    Members receive special pricing on all local chapter events; your membership pays for itself!

  • Free Member Appreciation Event
    It's our way of saying thank you for being part of this community.

  • Continuing Education Credits
    Most chapter meetings and partner sessions are approved for up to 1 hour of CFP® and IAR CE credit.

  • FPANJ Masterminds Groups
    Monthly virtual peer advisory groups, exclusively for NJ chapter members.

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“led to connection and camaraderie “
home, events, committees, benefits, partnership
“led to connection and camaraderie “
home, events, committees, benefits, partnership

My initial membership was to make sure I was aware of what was going on in the industry.  But after years of membership, Masterminds groups, forum discussions, and lots of events, the FPA actually led to connection and camaraderie with other advisors.  The camaraderie of financial planning advisors really is tough to put a price on when we’re naturally independent or alone. —Kenneth Ashka

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“broadened my knowledge”
home, events, committees, benefits, partnership
“broadened my knowledge”
home, events, committees, benefits, partnership

Initially joined the FPA for its educational resources, but over time—especially after joining the Board—I’ve found that the relationships I’ve built with other advisors have been equally valuable. Our webinars and symposiums have broadened my knowledge on a wide range of topics and helped me stay current on new legislation. I also continually learn from my colleagues, gaining insight into best practices and new approaches to serving clients. —Dawn Brown

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“amplified my ability to give back”
home, events, committees, benefits, partnership
“amplified my ability to give back”
home, events, committees, benefits, partnership

It's grown my network, widened my perspective, and amplified my ability to give back to other planners, the FPA and my community. —Dennis Huergo

home, events, committees, benefits, partnership

National FPA Benefits

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As an FPA of New Jersey member, you're also part of the national Financial Planning Association — and that means 2x the perks.

  • Colleague Referral Program - Know someone who'd be a great fit? Refer them and you both benefit.

  • Member Discounts - Exclusive discounts on products and services for financial planning professionals.

  • Member Insurance Programs - Protect your business and employees: medical, dental, vision, liability insurance and more.

  • Group Membership Discounts - Manage firm-wide individual FPA memberships through one centralized platform.

  • FPA Planner Search - Get listed in the national FPA Planner Search directory so potential clients can find you.

  • And more. Visit FPA National for Full Benefit Details

Join Us

Become part of a community that's invested in your success.

Join FPA NJ