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 Forum
  • Regular Webinars


  • Conferences


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

  • White papers


  • Future: Cross-Border in specific countries

  • Podcast

Platform and Resources:

  • Covered Expatriate calculator

  • Professional network of service providers

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


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

Ongoing Research



  • 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









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)






 (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

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.

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