Become a Partner

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* Mandatory fields
*First name
Enter the name shown on any Professional Licenses or Designations
Middle Name or Initial
*Last name
Designations Held
Your Professional Designations (not licences or Educational Degrees), eg: CFP, CFA, AIF, CTFA, CPA. If none, note: N/A There are additional fields for members to list their licenses and degrees.
Your Primary Employer
Job Title
eg: President, CEO, Sr. VP - Investment Management, Owner, etc
*Best E-Mail
Typically for chapter members, this field is your primary email. Typically will be your work email; the inbox you are most likely to receive, view and respond.
*Best Phone Number
Could be, but not necessarily, your cell phone
Wk Mailing Address
Best work related mailing address
Wk Address Line 2
Wk City
Wk State
Wk Zip Code
FINRA Central Registration Depository
Other License Numbers (EG NMLS, or old AZ Insurance)
Secondary Email Address
Use this field if you would like another person, eg: support staff, :cc'd when our system sends you an email.
*Partnership ($USD)
Please fill in the final amount of your expected Partnership contribution.
 Payment frequency
Partnership Options
Clear selection
For the FPA of Greater Phoenix, if you wish to pay for your Partnership via e-mail, it is handled via our online donations system.

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: 9:00 am - 1:00 pm

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261

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The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.