Premium Monthly Webinar

3rd Tuesday

12 pm CST

Virtual - Zoom

Get your questions answered by GFP Co-founder and Executive Director, Ashley Murphy, and guest speakers on a variety of international and cross-border financial planning topics.

GFP Retreat 2024

November 21-22

6 pm PST

San Fransisco, CA

Join us for an exclusive gathering in the vibrant city of San Francisco, following the conclusion of the Schwab IMPACT 2024 conference. This intimate retreat offers a unique opportunity for networking, learning, and indulgence in the finer things in life.

GFP CONNECT 25

Early April

TBD

Austin, TX

The annual in-person CONNECT conference is an opportunity to connect with and learn from leading international and cross-border practitioners that do financial, tax and estate planning.

Become a Member for Event Discounts

Become a Full or Associate member of the Global Financial Planning Institute to register for events at a discount.

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.