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The Leader in International
and Cross-Border Financial Planning

Education, Community, Tools and Research for the International and Cross-Border Financial Planner.
Trusted by 400+ advisors
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About the Global Financial Planning Institute

Helping cross-border clients face special financial planning challenges.

Formed in 2020, the Global Financial Planning Institute exists to provide education, community, tools and ongoing research for financial planners, wealth managers, private bankers, CPA/accountants, and other advanced financial professionals working with international and cross-border clients in the US and Americans abroad.

Ashley Murphy, CFP® GFP Fellow
Founder and President
Helping cross-border clients face special planning challenges
Learn more about the GPF and our members.
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Member Benefits

Become a member
7
Skilled instructors
40
Course modules
75+
Years of experience
400+
Students

Education

The GFP Institute offers two Global Financial Planning Courses. These courses are the foundation for US financial planners seeking to work with incoming or outbound expatriates or Americans abroad.

Community

None of us are smarter than all of us. From connecting with international and cross-border peers to obtaining a referral to a service provider, we all appreciate the value of community.

Research

None of us are smarter than all of us. From connecting with international and cross-border peers to obtaining a referral to a service provider, we all appreciate the value of community.

Tools

From PFIC tax calculations, to a 'Covered expatriate' exit tax illustrator, we offer a suite of tools to make the work of an international and cross-border financial planner that much easier.

Membership Levels

Open Member
$60/yr

Enjoy benefits such as All Member Forum (unmoderated), and Blog.

All Member Forum (unmoderated)
Institutional Foreign Exchange (25 bps vs 60bps nearest retail offering)
Professional Services Network
One free premium webinar per year
Blog
Join now
Associate Member
$295/yr

Enjoy benefits such as Discounts to Conferences/Events, Institutional Foreign Exchange (30 bps @ $20K), Professional Services Network, Intermediate and Advanced Presentations (Slide-decks) + White Papers, etc.

All previous tier benefits
Premium member forum for moderated answers to questions
Discounts to Conferences / Events
Access to all Premium Presentations and slide decks
Join now
GFP Fellow
$445*/yr

Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Fellow status, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)

All previous tier benefits
Find an Advisor Listing
HEART Exit tax Calculator
Media Enquiries
Use of GFP Fellow Status
Multi-Currency Client Investment Plan
*Qualified Associate members may apply for GFP Fellow status. Please click here to learn more.

The prerequisites to becoming a GFP Fellow include:

  • Completing and obtaining a passing grade in the GFP Inbound/Outbound US International Financial Planning Master Class (pre-2025), or the Essentials in Global Financial Planning and Advanced Global Financial Planning class
  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity
  • Signing a fiduciary standard oath
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Join 400+ members

"After joining the GFP, I know what questions to ask and specific areas to delve into that might be problematic. I also now have a ready list of trusted contacts I can tap into to make referrals for more complicated cases."
Jalene Hahn, CFP® GFP Fellow
WWA Planning & Investments
"I’ve learned a tremendous amount as a member of the GFP, such that I can better serve my clients, but also so that I better understand which clients are not a good fit for my knowledge and abilities. This community is an absolute must for anyone offering financial advice to the globetrotting class and represents real value to our planning community as a whole."
Dan Tobias, CFP® GFP Fellow
Passport Wealth Management
"Having worked with global clients for some years, I was surprised to realize how much more I had to learn! The community is well organized and includes information I had previously left to CPAs and immigration attorneys such as visa status, immigration rules, and details of tax and estate planning that were super helpful."
Ariadne Horstman, CFP® RLP® GFP Fellow
Tamarind Financial
"The Global Financial Planning Institute has given me the confidence to start my own global financial planning practice. The GFP (USA) designation looks great to clients as well."
John Mcnertney, CFP® GFP Fellow
Green Ocean Global
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