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FPA of Metro NY Membership Benefits

Join the Financial Planning Association of Metro New York today to take advantage of the many benefits available to members living in or around New York City, the financial capital of the world! Most of FPA of Metro NY’s services are complimentary to our members.  Click here to join.


  • Attend educational seminars qualifying for continuing education credits which are reported directly to the CFP Board of Standards
  • Participate in study groups with seasoned planners
  • Take CFP Certification review classes
  • Participate in an annual conference and a Public Library series focusing on financial education for consumers
  • Access on-line recordings of educational topics


  • Attend educational seminars, practice management meetings and social events with over 500 other members and financial service providers
  • Access published and online membership directory
  • Meet potential employers or employees
  • Participate in public awareness programs

Practice Management

  • Meet leading professionals in the financial planning community
  • Access a referral service for potential clients
  • Attend monthly presentations on current issues by experts
  • Participate in the annual Spring Forum on best practices
  • Obtain succession planning advice
  • Access a network of affiliated professionals
  • Receive discounts on products and services

Professional Development

  • Obtain mentoring and career development services
  • Access internship and job bank information
  • Attend media relations and public speaking training
  • Participate in speaker’s bureau events
  • Obtain media exposure
  • Publish articles
  • Explore pro bono programs





Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



About FPA of Metro NY

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