The Global Financial Planning Institute
Membership Options
GFP Members Enjoy Exclusive Access to:
Membership Levels
Enjoy benefits such as All Member Forum (unmoderated), and Blog.
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.
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)
Upon review and approval, enjoy benefits such as a listing in our member-only Service Provider database.
Apply TodayThe 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
Sign up to be notified for when the Advanced GFP class becomes available!
Member Benefits
Become a memberBecome an invaluable asset to your global clients.
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