The membership count of the FPA MA chapter is 951 as of June 30th.  Our goal for 2015 is to reach 1,000 members.  We need your help … and we’ll make it worth your while!

Over the next 5 months, we hope to gain 50 members (5 for 50).  If we can get 10 members a month over each of the next 5 months, we’ll reach our goal.  If you, and all of us who are members in the chapter, would provide just 1 referral, we will far exceed our effort to involve more professional in our community.  Part of being a professional is participating in the industry’s association.  This participation brings untold benefits to both the individual and the community.

FPA partners regularly meet with advisors who could benefit from participation in our chapter.  Share us with them, and we show our appreciation not only by give you a gift card … but also some public recognition with our members for the top referrer!

Member-Get-A-Member Program: Grow the community. Grow the profession. Grow FPA.

Referring colleagues is rewarding with the Member-Get-A-Member program. Referring and referred members receive discounts on their annual membership dues. The more you refer, the more you can save! This runs from July 15-November 15.

Refer your colleagues and the National Benefits are:

  • You will receive $25* off your renewal dues for each referral who joins;
  • Your referrals will receive $25** off their membership dues when they join;
  • Members will receive special recognition in FPA publications and at FPA events and conferences. 

Local FPA MA Contest Incentives:

Refer 1-3 Members that join • You will receive a $50 gift card

Refer 4-6 Members that join • You will receive a $75 gift card

Refer 7-10 Members that join • You will receive a $150 gift card

Refer 10+ Members that join • You will receive a $250 gift card

 

To get these rewards, though, you’ll need to make your referrals via this link: ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​https://noll.wufoo.com/forms/x2yva7e1aog3n7/

Simply click through, provide your information and that of your referral.  National will send them an email invitation along with a link to become join FPA.  Once they sign up, you’ll be credited and eligible for rewards indicated above.

* Referring members receive a coupon for $25 off their renewal dues for every new CFP® Professional, Allied Professional – Financial Services, or Allied Services – Non-Financial Services member who joins as a result of their referral. Referring members receive a coupon for $10 off their renewal dues for every Educator, International, or Student in a CFP® Certificate Program member who joins as a result of their referral. Please note: Student members are ineligible to receive referral discounts off their membership dues.

** Referred members will receive a one-time coupon for $25 good toward the price of their membership. Referred International, Educator, and Full-time Student members are ineligible to receive the referred discount off their membership dues. 

The Financial Planning Association is the owner of the trademark, service mark and collective membership mark rights in: FPA, FPA/Logo, and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.