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

Community
- Community Forum
- Regular Webinars
Coming
- Conferences

Education
- Master Class for US Inbound/Outbound Financial Planning
-
Blog
- White papers
Coming
-
Future: Cross-Border in specific countries
-
Podcast
-

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

Ongoing Research
Coming
- Publications
- Best practices
- Updates on US and foreign regulations
Associate Membership
-
Monthly webinars on specific, and relevant topics (At launch)
-
Professional services network (coming 2021)
-
Access to curated community forum (At launch)
-
Discounts to conferences/events
Cost:
$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
-
All of the Associate Member benefits
-
Use of GFP® certification
-
‘Find an Advisor’ referral feature on GFP Institute website (coming 2021)
-
Practice Platform
-
Institutional foreign exchange rates (coming 2021)
-
Covered Expat calculator (coming 2021)
-
Compliance guidance (coming 2021)
-
Investment & planning tools (coming 2021)
Cost:
$̶4̶9̶5̶$245/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:
-
CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
-
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.
-
A fiduciary standard of care
GFPI Membership Level Comparison Table
Become a Member of the GFPI:
Please click your preferred membership below to apply to be part of our cross-border network.
After payment confirmation, additional information will be requested to populate your GFP Institute Member profile.
By applying you agree to our terms and conditions.