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
- Community Forum
- Regular Webinars
Coming
- Conferences
Education
- Master Class for US Inbound/Outbound Financial Planning
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Blog
- White papers
Coming
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Future: Cross-Border in specific countries
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Podcast
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Platform and Resources:
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Covered Expatriate calculator
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Professional network of service providers
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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
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:
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CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
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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.
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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.