Please review the following Program Terms of Agreement. Acceptance of these terms is required for application submission.
 
GFP Institute Standards of Conduct:
 
I pledge to:
Maintain exemplary standards of professional conduct.
Abide by the GFP Institute's Code of Ethics and Professional Standards.
Strive to continually advance my knowledge and achieve higher levels of excellence in global financial planning.
Actively advance, support, and promote GFP Institute membership and the profession of global financial planning through word and deed.
 
Application Attestation:
 
In submitting this application, I fully understand that it is an application only and not a guarantee of acceptance into the Global Financial Planning Institute. I further understand, and with my acceptance of these terms and application, I attest that I now and will in the future, adhere to the GFP Institute Code of Ethics and Professional Standards. I further understand any false statement or misrepresentation that I may make during these proceedings and application may result in the revocation of this application and the issuance of a complaint of violation of said Standards.I understand that GFP Institute reserves the right to revise or update this application and the Code of Ethics & Professional Standards, and that it is my responsibility to be aware of GFP Institute's current requirements. I further understand that I am obligated to inform GFP Institute of changed circumstances that may materially affect my application. I further understand that it is my responsibility to provide GFP Institute with any requested documentation in connection with this application.I understand and agree that GFP Institute may also use anonymous and aggregate application and exam data for statistical and research purposes.​I attest that I have never been convicted of a felony nor have had a professional license revoked or suspended.Media Release:

Applicant grants permission to the GFP Institute the irrevocable and unrestricted right to reproduce the photographs and/or video images taken of them for the purpose of publication, promotion, illustration, advertising, or trade, in any manner or in any medium.
 
 
By clicking the accept button below, the undersigned represents and warrants the information contained in this application is true and complete. GFP Institute does not discriminate on any basis including race, sex, age, religion, national origin, sexual orientation, or disability. Additional information on GFP program requirements, policies, and procedures is available in the GFP Candidate Handbook and at https://gfp.institute

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.