Membership

The Global Financial Planning Institute Membership Options

Open Member
$0

Enjoy benefits such as All Member Forum (unmoderated), Member Only Forum, Introductory Presentations only (no access to slide-deck), Blog.

21

Associate Member
$295/year

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.

21

Full Member
$445/year

Enjoy benefits such as HEART Exit tax Calculator, Find an Advisor Listing, Media Enquiries, Use of GFP Designation, Institutional Foreign Exchange, Multi-Currency Client Investment Plan, etc. (For experienced practitioners and post-Master Class members only)

67

GFPI Membership Level Comparison Table

All Member Forum (unmoderated)
Member Only Forum
Introductory Presentations only (no access to slide-deck)
Blog
Discounts to Conferences / Events
Institutional Foreign Exchange (30 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
  • How Much Colleges Think You Can Afford (EFC)
  • If You Qualify for Need-based Grants
  • If You Qualify for Merit-based Scholarships
  • 1 Year Out of Pocket Cost (For Each College)
  • 4 Year Out of Pocket Cost (For Each College)
  • Need-based Aid Enhancement Ideas
  • Merit-based Aid Enhancement Ideas
  • Student Loan Projections
  • College Pre-Approval™ Budget
  • College Funding Gap Analysis
  • College Savings Strategies
  • 529 Plan Advice
  • Financial Aid Forms Filing & Renewals
  • Student Award Analysis & Appeals

GFPI Membership Level Comparison Table

Open

All Member Forum (unmoderated)
Member Only Forum
Introductory Presentations only (no access to slide-deck)
Blog

Associate

All Open Benefits
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers

Full

All Associate Benefits
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
  • How Much Colleges Think You Can Afford (EFC)
  • If You Qualify for Need-based Grants
  • If You Qualify for Merit-based Scholarships
  • 1 Year Out of Pocket Cost (For Each College)
  • 4 Year Out of Pocket Cost (For Each College)
  • Need-based Aid Enhancement Ideas
  • Merit-based Aid Enhancement Ideas
  • Student Loan Projections
  • College Pre-Approval™ Budget
  • College Funding Gap Analysis
  • College Savings Strategies
  • 529 Plan Advice
  • Financial Aid Forms Filing & Renewals
  • Student Award Analysis & Appeals

Starting Next Spring:
Master Class in US Inbound / Outbound Financial Planning

Secure your spot for the Master Class in US Inbound/Outbound International Financial Planning.

The Global Financial Planning Institute:
Membership Options

Open
Free
What's included:
All Member Forum (unmoderated)
Introductory Presentations only (no access to slide-deck)
Blog
Get Started
Most Popular
Associate
$295/yr
Everything in Open plus:
Member Only Forum
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers
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.
Get Started
Full
$445/yr
Everything in Associate plus:
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill the following 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.
Get Started

Community

  • Community Forum
  • Regular Webinars​
  • Conferences

Education

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

Platform and Resources

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and

Ongoing Research​

  • 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.