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

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Coming

• Conferences

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

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

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 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)

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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:

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

GFPI Membership Level Comparison Table