The Global Financial Planning Institute
Membership Options
GFP Members Enjoy Exclusive Access to:
Monthly webinars on cross-border topics
Professional services network
Currated community forums
Discounts to conferences and events
Membership Levels
Open Member
$60/yr
Enjoy benefits such as All Member Forum (unmoderated), and Blog.
All Member Forum (unmoderated)
Institutional Foreign Exchange (25 bps vs 60bps nearest retail offering)
Professional Services Network
One free premium webinar per year
Blog
Associate Member
$295/yr
Enjoy benefits such as Discounts to Conferences/Events, Institutional Foreign Exchange (30 bps @ $20K), Professional Services Network, Intermediate and Advanced Presentations (Slide-decks) + White Papers, etc.
All previous tier benefits
Premium member forum for moderated answers to questions
Discounts to Conferences / Events
Access to all Premium Presentations and slide decks
GFP Fellow
$445*/yr
Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Fellow status, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)
All previous tier benefits
Find an Advisor Listing
HEART Exit tax Calculator
Media Enquiries
Use of GFP Fellow Status
Multi-Currency Client Investment Plan
*Qualified Associate members may apply for GFP Fellow status. Please click here to learn more.
The prerequisites to becoming a GFP Fellow include:
- Completing and obtaining a passing grade in the GFP Inbound/Outbound US International Financial Planning Master Class (pre-2025), or the Essentials in Global Financial Planning and Advanced Global Financial Planning class
- CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation
- 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
- Signing a fiduciary standard oath
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Member Benefits
Become a member7
Skilled instructors
40
Course modules
75+
Years of experience
400+
Students
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