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.png

Community

  • Community Forum
  • Regular Webinars

​

Coming

  • Conferences
learn.png

Education

  • Master Class for US Inbound/Outbound Financial Planning

  • Blog

  • White papers

​

Coming

  • Future: Cross-Border in specific countries

  • Podcast

  • ​

tools.png

Platform and Resources:

  • Covered Expatriate calculator

  • Professional network of service providers

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

​

Coming

  • Financial Planning software
  • Custodial relationships
  • E&O Insurance
  • International disability insurance
search-more.png

Ongoing Research​

 

Coming

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

GFPI Membership Level Comparison Table

Benefit
Open Membership
Associate Membership
Full Membership
All Member Forum (unmoderated)
✓
✓
✓
Member Only Forum
✓
✓
Introductory Presentations only (no access to slide-deck)
✓
✓
✓
Blog
✓
✓
✓
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)​​​

FREE

 

 


​

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.

​

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

By applying you agree to our terms and conditions.