Become a Member

Why NAPFA?

The National Association of Personal Financial Advisors (NAPFA) believes those providing financial planning services must be comprehensive in their advice, and display a high level of competence.

Comprehensive

A NAPFA financial planner will develop a short and long term plan that includes estate planning, education funding, tax planning, cash flow and debt management, retirement planning, investments and insurance.

Competent

Competence in financial planning is measured by the knowledge, experience and skill set that the professionals possess. NAPFA insists that our NAPFA-Registered Financial Advisors acquire the Certified Financial Planner (CFP®) designation. We also make a commitment to be the leaders in financial education. NAPFA standards have continuously been the most rigorous in the industry for over 30 years.

Client Centered

All NAPFA-Registered Financial Advisors are required to always work in a Fee-Only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. The Fee-Only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees.

We provide our members:

  • Valuable and rigorous professional development opportunities
  • Subscriptions to NAPFA’s Advisor magazine and What’s New at NAPFA
  • Discounts on products and services appropriate for a Fee-Only advisor
  • Access to the Web-based NAPFA Community, including our popular discussion forum where you can post questions, receive answers and stay on top of the issues

Join our 3,000 members today by becoming a member and learning more about what makes NAPFA such an asset to your practice and professional career!

If you haven’t done so already, your first step towards membership in NAPFA is to become a registered user of the NAPFA website and "Create My Account".

Once you have a NAPFA username and password, you can log into the site at any time and begin the application to Join NAPFA .

You will be given the opportunity to save your partially completed application during the 10-step process.