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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:

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Community

  • Community Forum
  • Regular Webinars

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Coming

  • Conferences
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Education

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

  • White papers

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Coming

  • Future: Cross-Border in specific countries

  • Podcast

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Platform and Resources:

  • Covered Expatriate calculator

  • Professional network of service providers

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

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Coming

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

 

Coming

  • Publications
  • Best practices
  • Updates on US and foreign regulations
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GFPI Membership Level Comparison Table

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

FREE

 

 


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Associate Membership​

 $295/year

 

 


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​​

$445/year

 (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.

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

By applying you agree to our terms and conditions.

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