NAPFA Membership
Advisors with communities, networks, and connections are more successful than those without. When you join XYPN, you don’t just get us. You get NAPFA, too.
$900 Value Your 1st Year
Generate More Leads
Expand Your Network
What This Benefit Provides You
When you join XY Planning Network, you automatically get membership with NAPFA, too. That’s a $900 per year value with the cost of membership alone in your first year, and a $625 value in following years. But NAPFA is worth far more if you’re working to start, run, and grow your own financial planning firm.
Without a network of fellow professionals to support and encourage you, you don’t receive as many referrals and aren’t as visible to potential clients. NAPFA provides you with lead generation both through the connections you can make and the profile you build on their Find an Advisor portal.
And you can join NAPFA even without your CFP as an Associate Member!
You’ll save money on membership as well as conferences and events. But more importantly, you’ll add a community of thousands to the people you can rely on as you build and grow your business.
Get the Details
- Get access to NAPFA included with your XYPN membership, a $900 per year value in your first year and a $625/year value after
- Enjoy new opportunities for lead generation
- Connect with other fee-only financial planners and expand your professional network
- Receive additional discounts on conferences and events
“My favorite member benefit is the NAPFA membership. I had been meaning to join for over a year but the up front cost of membership was what was stopping me from joining. The fact that XYPN covers our NAPFA membership is awesome! I’ve already had several referrals from people who found me from the NAPFA website.”
-Sophia Bera
In case free NAPFA isn’t enough
Download our free Member Benefits Directory for even more benefits
Our info-packed Member Benefits Directory details all the perks you can enjoy as a member of the Network. With over 70-pages of free-for member services, exclusive opportunities, additional discounts, and official partners you’ll see why over 1,000 fee-for-service financial advisors are part of the XYPN community.
