The Global Financial Planning Institute: Membership Options

Become a Member of the GFP Institute and participate in:

🌎Monthly webinars on specific, and cross-border topics

🌎Access to our curated community forum

🌎Professional services network

🌎Discounts to conferences/events

Discover the benefits of becoming a member of the Global Financial Planning Institute:



  • Community Forum
  • Regular Webinars


  • Conferences


  • Master Class for US Inbound/Outbound Financial Planning
  • Blog

  • White papers


  • Future: Cross-Border in specific countries

  • Podcast


Platform and Resources:

  • Covered Expatriate calculator

  • Professional network of service providers

  • Institutional Foreign exchange pricing (10bps @ $20K)


  • Financial Planning software
  • Custodial relationships
  • E&O Insurance
  • International disability insurance

Ongoing Research



  • Publications
  • Best practices
  • Updates on US and foreign regulations

GFPI Membership Level Comparison Table

Open Membership
Associate Membership
Full Membership
All Member Forum (unmoderated)
Member Only Forum
Introductory Presentations only (no access to slide-deck)
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan

Open Membership (Free)​​​




Associate Membership




Members of this level have not passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ and/or do not fulfill full membership requirements.

Full Membership​​


 (For experienced practitioners and post-Master Class members only)

Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill full membership requirements:

  1. CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and

  2. 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.

  3. A fiduciary standard of care

Become a Member of the GFPI:

Please click your preferred membership below to apply to be part of our cross-border network.

After registration confirmation, additional information might be requested to populate your GFP Institute Member profile.

By applying you agree to our terms and conditions.