2014 FPA Member Discount Program Guide€¦ · Guide Over 2 million consumers every month trust NerdWallet to help them make ... FPA’s Member Discount Program brings you savings

1FPA MEMBERSHIP DISCOUNT PROGRAM ONEFPA.ORG/MYFPA

MEMBERDISCOUNTPROGRAM

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2014 FPA Member Discount Program Guide

As of 08.11.14


Learn more at www.nerdwallet.com/FPA@NW_Advisors [email protected]

Lyman HowardDirector of Technology,FPA of San Francisco

Brian FrederickTechnology Director,FPA of Greater Phoenix

Ask an Advisor

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BroadcastOur Advisor Voices blog

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“Ask an Advisor is a

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Welcome to the FPA’s Member Discount Program!

FPA’s Member Discount Program brings you savings on practice management tools and services, as well as insurance and education solutions, which more than cover the cost of your FPA membership dues.

Regardless of where you stand in your financial planning career, FPA has a number of benefits and discounts that fit your needs. With more than 100 discounted products and services, and majority offering a free trial or free version for FPA members, you can pick and choose the best options for your firm!

· Practice Management

· Insurance

· Education

Current FPA members can log into their profile at www.OneFPA.org and select “MyDiscounts” to access the full list of member discounts at any time. This guide serves as a resource, and is guaranteed accurate as of August 2014.

MEMBERDISCOUNTPROGRAM

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8 x 8, Inc.With over 35,000 business customers sub-scribing to more than 400,000 services, 8x8, Inc. has become the industry’s leading provider of unified communications and collaboration services in the cloud for small and medium businesses and mid-market and distributed enterprises. 8x8 delivers a broad suite of UCC services to in-office and mobile devices spanning cloud telephony, virtual contact center, virtual meeting and virtual desktop through a propri-etary unified Software as a Service platform.

FPA MEMBER DISCOUNTFlat FPA rates and enterprise customer service

PRODUCTSVoIP Services$17.99/mo. flat rate pricing for VoIP services.

Qualified sized accounts will receive $16.99/mo. pricing.

Current customers can also utilize this FPA rate.

[email protected]

ADP ADP helps you focus on what you do best - running your businesses. ADP helps 625,000 clients every day by processing payroll, calcu-lating, depositing, and filing payroll tax docu-ments. ADP brings your business a higher level of confidence, control and predictability, along with the reduction of expenses you’ve already come to expect.

FPA MEMBER DISCOUNTSave up to 25% on payroll services

CONTACT https://fpa.bizunite.com/marketplace/ pages/External.html#id=7Available only for US residents

Advantage Media GroupAdvantage is a boutique, author-centric pub-lisher, working closely and collaboratively with authors from start to finish. The company’s mission is to create the highest quality book, getting authors the precise results they are looking for. Advantage helps today’s top financial professionals write, publish, monetize and market a book to attract their ideal client and grow their business as a result.

FPA MEMBER DISCOUNTComplimentary Discovery Consultation

PRODUCTS Fast Start Author Program®A guided program to build the blueprint for your book.

Talk Your Book®Want to author a book but don’t want to write it? Participate in our proprietary system that can get your book idea from your head and onto paper in less than a day.

Launch Your Book®Done-for-you book publishing, printing, and distribution to 25,000 bookstores and online retailers.


Monetize Your Book®Make money while you sleep. Learn how we repurpose your book into self-paced online learning.

Market Your Book®Generate leads, PR & Media, and Speaking Opportunities with your book.

[email protected] advantagefamily.com/FPA

AdvicentAdvicent Solutions is the leading provider of software-as-a-service (SaaS) technology solu-tions for the financial services industry. The company’s products include web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

FPA MEMBER DISCOUNTSave 20% on Advicent software

PRODUCTS NaviPlan® The undisputed leader for detailed tax planning, advanced solutions and ultra-high net worth clients.

ProfilesTM Generate qualified leads, open doors with the interactive presentation module and strengthen awareness with resources branded to your firm.

Advisor Briefcase® A marketing communications tool that allows you to use valuable, professional and personalized material to communicate with the right clients at the right time with just one click.

CONTACT [email protected] http://www.advicentsolutions.com/fpa/

Advisor ImpactThe Client Audit helps financial advisers use client feedback to drive client engagement and uncover client-specific revenue and referral opportunities.

FPA MEMBER DISCOUNTSave 20% on Client Audit programsAccess your discount via the FPA link, below.

PRODUCTS Client Audit | ActionStandard Price: $1995 FPA Price: $1595

Client Audit | InsightsStandard Price: $1245 FPA Price: $995

CONTACT 1.877.686.0660, ext. [email protected] https://www.myclientinput.com/go/ ODNQc2NyYW1ibGU%3D


Advisor WebsitesAdvisor Websites is an award-winning website software designed to help advisers achieve results. We work exclusively with financial service pros to build tailored, value-driven websites. With Advisor Websites, you can build an effective website that is tailored to your firm’s needs and look great online to draw in prospects, generate leads & build solid relationships with existing clients.

FPA MEMBER DISCOUNTReceive preferred pricing on the Hall of Famer and Legendary website plans Promo code: FPA

PRODUCTS Hall of Famer website plan Standard Price: $89/month + $299 initial set up fee

FPA Price: $75/month + $99 initial setup fee

Legendary website plan Standard Price: $129/month + $399 initial set up fee

FPA Price: $105/month + $199 initial setup fee

CONTACT [email protected]

Advisors AssistantThe Leader in Client Management (CRM) and Portfolio Management Software for the Financial Services Industry since 1985.

Advisors Assistant combines a powerful CRM with optional Portfolio and Insurance Management to help you build stronger and more meaningful relationships with your clients. It tracks investments and downloads transactions from DST, Fidelity/NFS, LPL, Pershing, Schwab, TD Ameritrade and many others. It calculates performance, prints over 200 reports, and integrates with many other financial programs. Web-Based or Computer-Based.

FPA MEMBER DISCOUNTSave 15% on Advisors Assistant®

CONTACT 800.799.4267, ext. [email protected]

University of Florida & All Campus PartnershipPrepare for the CFP® exam 100% online with one of the nation’s leading universities. The University of Florida’s graduate certificate pro-gram covers everything you need to know: credit reporting, estate planning, insurance, risk management and more. Live faculty review sessions allow students to assess strengths and weaknesses. The program is recognized by the Certified Financial Planner Board of Standards, Inc.


FPA MEMBER DISCOUNTSave 10% on CFP® Prep: Online Graduate Certificate in Personal & Family Financial Planning tuition

PRODUCTS CFP® PrepOnline Graduate Certificate in Personal & Family Financial Planning

Standard Price: $5,900 non-credit; $9,444.06 for-credit

FPA Price: 10% discount on total tuition

CONTACT [email protected]://www.allcampus.com/ workforce-alliances/fpa/

Angie’s ListMore than 2 million households nationwide check Angie’s List reviews to find the best local service providers, like roofers, plumbers, handymen, mechanics, doctors and dentists. And that’s just the short list. We collect ratings and reviews on more than 720 different services. The people who join Angie’s List are just like you — real folks looking for a way to find trustworthy companies that perform high-quality work.

Basic, Plus and Premium membership plans are available at the discounted rate. Please contact Angie’s List, or visit their website to learn more about benefits and pricing.

Annual memberships are backed by a 110% money back satisfaction guarantee.

FPA MEMBER DISCOUNT30% off subscriptionsPromo code: FPA2014

CONTACT 1.888.544.5478http://www.angieslist.com/

AnyMeetingAnyMeeting is an easy-to-use web conferencing tool designed and priced for small business. Serving over 500,000 users including thousands of financial service professionals, AnyMeeting meets all your web, video and phone conferencing needs in one simple tool -- and starting at only $18/month before discount.

FPA MEMBER DISCOUNTSave 10% on all plansPromo code: FPA

PRODUCTS Pro 25 plan (up to 25 attendees per meeting) Standard Price: $18/mo. or $180/yr. FPA Price: $16.20/mo. or $162/yr.

Pro 200 plan (up to 200 attendees per meeting) Standard Price: $78/mo. or $780/yr. FPA Price: $70.20/mo. or $702/yr.

CONTACT [email protected]/fpa


ARAGChances are good that you’ll face a legal issue in the coming year. Probably more than one. Now it’s easy to get the professional legal services you need. Enroll to protect yourself from everyday and unexpected legal matters.

FPA MEMBER DISCOUNTGuaranteed acceptance into UltimateDefender® plans, plus save 10% Promo Code: 17953fpa

PRODUCTUltimateDefender® FPA price: $16.25/month

CONTACT800.535.1182https://www.araglegalcenter.com/home/index.htm?aragaccesscode=17953fpa

Assurant HealthWe make it easy for you to find the coverage that meets your needs and budget by giving you a variety of options to choose from, including a range of premium options, various deductible and coinsurance levels, plans with copay options for office visits and prescriptions, broad net-works of doctors and hospitals, including the Aetna Signature Administrators®, and Health Savings Account (HSA) compatible plans available to help you realize tax savings.1

FPA MEMBER DISCOUNTCall or apply online

PRODUCTS Individual & Family optionsMajor Medical InsuranceGet the coverage you and your family need with a major medical plan. These plans are Minimum Essential Coverage and provide:• Many preventive services paid at 100% when you use doctors in your network2

• No annual or lifetime dollar limits on hospitalization, emergency care, outpatient care, prescriptions and doctor visits• Coverage for everyone - regardless of health status• New benefits included in the health care reform law (Affordable Care Act)

Temporary Insurance (short-term medical for 30-180 days)

Supplemental Coverage (dental and more)

CONTACT [email protected]://fpa.mymedicalquotes.com/

1 Assurant Health does not provide tax or legal advice. Please see a qualified tax professional for more infor-mation.

2 Preventive services recommended under the Afford-able Care Act are paid at 100% when using in-network doctors; additional preventive services paid subject to deductible and coinsurance. Varies by state.

Avis Avis Car Rental and its subsidiaries oper-ate one of the world’s best-known car rental brands with approximately 5,450 locations in more than 165 countries.

FPA MEMBER DISCOUNTSave up to 20%AWD # B291007


PRODUCTS Online ReservationsComplete your reservation and receive instant online and email confirmation of your travel plans.Price: Varies with discount

Avis Preferred® Skip the lines and paperwork and go straight to your car. With Avis Preferred Select and Go® you can exchange or upgrade your car too.

Price: Complimentary

CONTACT https://www.avis.com/car-rental/profile/go.ac?B291007

Banc of CaliforniaSince 1941, Banc of California has provided full-service banking and home lending to individuals and families.

FPA MEMBER DISCOUNT$750 lender credit towards a Residential, Commercial, SBA or Advisor Acquisition loan for FPA members or clients

PRODUCTS Securities Backed Line of Credit training program

Commercial lending

Residential lending

CONTACT [email protected]://fib.bancofcal.com/

BestBequest.comBestBequest is an award-winning cloud-based digital safe deposit box with a unique LegacyVault that helps you create a roadmap to guide your loved ones through any life-changing event, from births to natural disasters to end-of-life arrangements. BestBequest helps you gather and organize your important documents, instructions, contact information, and digital media.

You may also extend this discount to your clients. Co-branding opportunities are avail-able with bulk purchases.

FPA MEMBER DISCOUNTSign up for a FREE account or receive the FPA rate of $99.99/yr

PRODUCTS BestBequest Protection PlanFPA Price: $99.99/yr for 25 GB planA free version is also available.

[email protected]/FPA

BudgetAt Budget, you’ll find the best deals and lat-est car rental coupons to meet your needs. If you’re looking to get away for the weekend or just need a one-way rental, Budget offers a variety of great discounts when you rent a car.

FPA MEMBER DISCOUNTSave up to 25% on car & truck rentalsPromo code: R198107


CONTACT http://www.budget.com/budgetWeb/html/bridge/assoc/index.html?R198107

CalSuranceErrors and Omissions insurance coverage is a necessity for any professional in today’s litigious society. CalSurance® has worked with FPA and A XV rated carriers to offer Registered Investment Advisors and Life Insurance Agents a competitive Errors and Omissions Insurance program.

FPA MEMBER DISCOUNTFPA-priced plans available

PRODUCTS RIA Program Advantages Include:• Premiums as low as $1,250• Individual firm limits, no sharing limits

with other firms• Multiple limit options• Life Insurance Agent coverage at no

additional costs• Flexible payment options• Standard $5,000 deductible• Coverage for Prior Acts as a Registered

Representative available

Life Agent Only Program Advantages Include:• Premiums as low as $450• Individual limits, no sharing limits with

other agents• Multiple limit options• Flexible coverage and payment options• Deductible as low as $500 per claim• Apply for coverage online in minutes.

For eligible applicants, coverage can be bound instantly!

CONTACT [email protected]/FPA

Citrix SharefileShareFile is a secure enterprise file sync and sharing service that meets the mobility and collaboration needs of users and the data security requirements of the enterprise.

FPA MEMBER DISCOUNTSave 25% on your initial subscription

PRODUCTS Basic – 2 usersFPA price: $22.46Professional – 10 users FPA price: $44.96Corporate – 20+ users FPA price: $74.96

CONTACT 1.800.441.3453http://www.sharefile.com/try/BG/

Top 5 reasons to choose Citrix Sharefilehttp://www.citrix.com/content/dam/citrix/en_us/documents/oth/top-5-reasons-to-choose-citrix-sharefile-for-secure-file-sync-and-sharing.pdf

CoffeeForLess.comCoffeeForLess.com is the internet coffee shop for any home, office or restaurant and has established a solid reputation for being the preeminent coffee provider. CoffeeForLess.com carries more than just coffee, offering a variety of tea, energy drinks, office supplies and branded merchandise. Make sure your


customers take advantage of the superior prod-ucts and customer service that CoffeeForLess.com has to offer!

FPA MEMBER DISCOUNTAn additional 8% off already low prices and unlimited free shippingPromo code: FPA14

CONTACT www.CoffeeForLess.com

Instructions: Enter the FPA promotion code at check-out to receive the 8% discount and unlimited free shipping offers. If you create an account upon check-out, you will always see the FPA offers reflected on CoffeeForLess.com!

College for Financial PlanningThe College for Financial Planning has over 40 years of experience, 140,000 graduates, and a history of successful alumni who have increased both their earnings and their number of clients. Let us help you become one of the nation’s top financial advisers. We offer programs in several different financial planning disciplines in order to benefit you in any facet of the financial services industry.

Certification Professional Education Programs – the nation’s top CFP Certification Education Program with over 35 years of experience, and pass rates 20% higher than the competition.

FPA MEMBER DISCOUNTSave 15% on professional education programs and courses

PRODUCTS Asset Management Programs – includes AAMS, ADPA, APMA, AWMA, & CMFC

Retirement Planning Programs – includes CRPC & CRPS

Graduate Degree Programs – includes personal financial planning, finance & financial analysis.

Graduate-Level Professional Designations – earn graduate-level credit while obtaining an industry-recognized professional designation

[email protected]/FPA

Constant ContactThis email marketing and online survey tools help small businesses and organizations connect to customers quickly, easily, and affordably and build stronger relationships.

FPA MEMBER DISCOUNTReceive 10% off

CONTACT http://fpa.constantcontact.com

Cross CountryThe TotalProtect® Enhanced Home Warranty helps protect FPA Members from the high costs associated with home repair and replacement of their major appliances and key internal mechan-ical systems. It has been designed to increase homeowner peace of mind while significantly


decreasing expenses when things go wrong with their systems and appliances.

FPA MEMBER DISCOUNTSpecial FPA pricing800.474.4047

PRODUCTS TotalProtect Enhanced – Home Warranty and Service Plan TotalProtect® Enhanced covers many items that other home warranty companies don’t even think of covering. From unknown pre-existing conditions, rust and corrosion to plumbing stoppages, water heater sedi-ment build-up and more. Members will have a true peace of mind, one-stop shopping, and expert service from a network of over 40,000 pre-screened service professionals, all while receiving FPA Member exclusive discounts. Now that’s what Complete Coverage is all about!

CONTACThttps://deals.totalprotect.com/fpa

Cruises OnlyTravel broadens our horizons and helps bring us closer to our friends, our families, and loved ones. The memories that result from vaca-tioning sustain us throughout our hectic, fast-paced lives. This is what inspires us to serve you, each and every day.• Connect you to any of our 500+ experts• Guarantee you the best possible price• Make special arrangements & more

FPA MEMBER DISCOUNT110% price guaranteeMust use FPA’s private link below.

CONTACT1.800.278.4737http://www.cruisesonly.com/?cm_mmc= Affiliate-_-CONLY-Affinity_Marketing-_-7-_-NA

Dalton EducationDalton Education, LLC is a leading provider of innovative education solutions in financial planning. The founders of Dalton Education have helped thousands of financial profes-sionals earn the CFP® certification marks. Our program consists of providing the highest quality CFP® education through premier university partners and the leading CFP® re-view course in the industry, THE DALTON REVIEW® for the CFP® Certification Examination.

FPA MEMBER DISCOUNTSave $200 on all education packages and $100 off any review program FPA200 and FPA100

PRODUCTS Live-Online Education packages Standard Price: $5650-$7700 FPA Price: $5450-$7500

Self-paced education packages Standard Price: $3095-$4695 FPA Price: $2895-$4495

The Dalton Review Guarantee To Pass Review Standard Price: $1995 FPA Price: $1895

The Dalton Review (traditional review) Standard Price: $1195 FPA Price: $1095


CONTACT877.426.2373 [email protected]/fpa

EarthLink BusinessEarthLink Business (NASDAQ: ELNK) is a lead-ing IT, Data, Voice & Internet services provid-er to more than 150,000 businesses and one million consumers nationwide and offers services including:

Voice Services: Phone Lines, IP PBX, VoIP, SIP Trunking & PRI

Internet Services: DSL, T1, Ethernet, Fiber Optic and MPLS

IT Services: Cloud Hosting, Virtual Desk-top, Help Desk, Data Back Up, Disaster Recovery

FPA MEMBER DISCOUNTReceive up to 3 free months of ser-vice each year

[email protected]://www.fpanet.org/professionals/imag-es/email_graphics/Member_Discount_Pro-gram/May2014/GRB_Overview.pdf

eMarketeereMarketeer is your complete online market-ing platform. We combine all the channels and tools needed to become an effective and successful online Marketeer. With eMarketeer you’ll experience a platform that grows with your sophistication while delivering results in an intuitively easy to use application.

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FPA MEMBER DISCOUNTFree 30-day trial for up to 250 contacts and receive pre-loaded FPA-exclusive financial services email campaigns

PRODUCTS Basic Subscription - $40/mo. for up to 500 contacts

Professional Subscription - $70/mo. for up to 500 contacts

[email protected]://www.emarketeer.com/

ETF GlobalThe leading provider of research, investment decision support applications, proprietary risk analytics and educational offerings for Exchange-Traded-Products. While ETF Global specializes in Exchange-Traded-Funds, the company’s broad suite of products and services addresses the spectrum of asset classes throughout the investment arena. The ETFG research platform, which is driven by the ETFG Quantitative Model (ETFG Quant), supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment analysis and generate investment ideas.

FPA MEMBER DISCOUNTFree trial plus 50% off subscriptions

PRODUCTS Investment Professional Subscription:FPA price: $15/month



ExxonMobilSave up to 6 cents per gallon on fuel for business vehicles plus fleet fuel cost management tools.

FPA MEMBER DISCOUNTSave up to 6 cents per gallonhttps://fpa.bizunite.com/market-place/pages/External.html#id=840

PRODUCTS ExxonMobil Fleet Card - accepted at 10,000 Exxon and Mobil locations nation-wide and offers businesses: valuable fuel rebates, controls for customized spending policies, purchase alerts and driver ID num-bers for enhanced security, comprehensive online reports and account management.ExxonMobil Universal Card - accepted at more than 90% of U.S. retail fueling loca-tions and also offers valuable fuel rebates plus the same features as the Fleet Card.

CONTACT Visit www.exxonmobilstations.com to view ExxonMobil Accepting Locations or down-load our free fuel finder app.

FedExSign up for FPA’s FedEx Advantage program and receive:

• Up to 21% off select FedEx Express® U.S. shipping

• Up to 18% off select FedEx Express international shipping

• Up to 15% off select FedEx Ground®

shipping

• Up to 15% off select FedEx Office® services

FPA MEMBER DISCOUNTMembers must sign up online before accessing the discount in any local FedEx officePromo code: TV187Khttps://advantagemember.visionary.com/3684/Click “Enroll Now” & start saving!

FiPath4AdvisorsOnline Marketing Made Easy. We work with advisers and firms to leverage modern strate-gies, tools, and technology that bring targeted clients to you, that are easy to use, and that generate attractive ROI. We educate, then automate. We offer consulting and coaching services through our principals and best in class partners.

FPA MEMBER DISCOUNTSave 20% on featured products

PRODUCTS Basic Membership (advisor training, CE based Webinars, Educational content):Standard price: $9.95 per monthFPA price: $7.95 per month

Basic Membership plus ReferMyAdvisorTM –automated referral platformStandard price: $24.95 per monthFPA price: $19.95 per month


Consulting Services (coaching, enterprise)Standard price: Varies based on needsFPA price: 20% savings

CONTACT [email protected] www.fipath4advisors.com

FiservFiserv, Inc. is a leading global provider of infor-mation management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for our clients. Fiserv drives innovations that transform expe-riences for more than 14,500 clients world-wide, including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients.

Our mission is to provide integrated technology and services solutions that enable best-in-class results for our clients.

FPA MEMBER DISCOUNT20% off financial planning software Promo code: FPA2012

CONTACT 855.346.4625www.fiserv.com

FP TransitionsFP Transitions specializes in the valuation and analysis of the intangibles that make a financial services practice unique, and valuable. FP Transitions’ consultants guide owners and

advisers in planning for the inevitable end of their careers, turning this into a positive event. We employ strategies and thinking that build upon a lifetime of work and trusting client relationships with a plan of succession designed to simultaneously realize value for the founder and perpetuate the business for the next generation of advisers.

FPA MEMBER DISCOUNT$200 off Continuity Management Program and $100 off Comprehensive Valuation

PRODUCTS FP CONSULTING SERVICES©

Succession Management Program, Open Market Listing, Comprehensive Valuation, Continuity Planning

CONTACT 800.934.3303 [email protected]://www.fptransitions.com

FunJetWith more than 900 destinations in Mexico, Hawaii, the Caribbean, Europe, Asia, and the U.S. as well as more airlines and thousands of more hotels to choose from your trip will be more enjoyable with the ease planning it. With your exclusive FPA 5% member discount and “Price Match Plus” you’re guaranteed to have the most cost efficient trip, or we’ll match it! All-in-One Travel Protection allows you to change or cancel your reservation, with no fees, and full monetary return.


FPA MEMBER DISCOUNT5% member discount Mention FPA

CONTACT 1.800.282.0276 http://www.funjet.com/default.aspx? plcode=fpa&gsPromotionCode=fpa&gs Vendor=TPV&gssourcecode=tnt

GraingerKeep your desk drawers and supply cabinets stocked with office supplies from trusted brands, including Hewlett Packard®, Brother®, Bic®, Sharpie®, Swingline®, Quartet®, Fellowes® and more. You’ll find a variety of cleaning prod-ucts to help keep your office spotless, as well as a premium selection of file folders, calendars, dry erase boards, pens and markers. The large assortment of copy paper and replacement ink cartridges help ensure your printer has quality refill supplies on hand. Don’t wait for an empty supply cabinet; make Grainger part of your ordering process whenever you’re low on office supplies.

FPA MEMBER DISCOUNTUp to 24% off, plus free shipping

CONTACT https://fpa.bizunite.com/marketplace/ pages/External.html#id=542

Hewlett PackardHP creates new possibilities for technology to have a meaningful impact on people, businesses, governments and society. With the broadest technology portfolio spanning printing, personal systems, software, services and IT infrastructure, HP delivers solutions for customers’ most complex challenges in every region of the world.

Business grade equipment including note-books, tablets, printers, desktops, servers, ink cartridges, toner.

FPA MEMBER DISCOUNT5% - 20% equipment discounts, plus value added monthly promotions and free shipping

CONTACT 888.860.9572 BAE1 http://www.hp.com/go/bae

Kaplan Financial EducationKaplan is a leading provider of financial, accounting, securities and insurance educa-tion for hundreds of thousands of business professionals around the world.

FPA MEMBER DISCOUNTSave 15% on professional education programsPromo code: FinPlanAssn_KPE


PRODUCTS CFP® certification programs & CFP® exam preparation

• Industry-leading, top-of-the-line materials

• World-class, expert instruction

• Results-oriented, student-driven philosophy

• Self-study program, traditional or virtual class format, at both stages of preparation.

Additional programs and products of interest include: Insurance licensing, Insurance Continuing Education

CONTACT 866.963.8329 http://www.kaplanprofessional.com

Keir Educational ResourcesKeir Educational Resources provides outstand-ing exam preparation for professional licens-es, designations or certifications. Our goal is to get you through your exams quickly and efficiently, helping you grow your career, with-out disrupting it. Keir offers a number of exam preparation options for both the CFP® educa-tion program and the review for the CFP® Cer-tification Exam. Keir’s materials help to en-hance and streamline the study experience. Keir offers one FPA Scholarship per chapter.

FPA MEMBER DISCOUNT20% discount on all packagesAsk about the Keir FPA Scholarship

PRODUCTS State Insurance licensing programs

FINRA study programs

CFP® Certification – education programs and exam review

Professional Designations – CLU, ChFC, CPCU, CASL

CONTACT800.795.5347 [email protected] http://www.keirsuccess.com

Liberty Publishing Continuously reaching out to clients, prospects, and centers of influence is an essential practice that every financial professional should be implementing. Our newsletters, brochures, and other marketing tools make your commu-nications job a whole lot easier.

FPA MEMBER DISCOUNTDiscounted pricing andcomplimentary company branding

PRODUCTS NewslettersBrochuresVideosFINRA contentTurnkey Marketing System

CONTACT [email protected]://fpamarketyourself.com


LifeLine ScreeningDid you know that you may be at risk for life-threatening diseases and yet have no symp-toms? Life Line Screening can evaluate your risk for several of today’s most critical – and often undiagnosed – healthcare conditions.

FPA MEMBER DISCOUNTSave over 40% on health screening packages

Individuals are notified when screenings are available nearby

PRODUCTS Stroke, Vascular Disease and Heart Rhythm PackageFPA Price: $135

Complete Wellness PackageFPA Price: $145

CONTACT 800.449.2350 http://www.lifelinescreening.com/

LifeLockYour identity makes you unique. LifeLock, the industry-leader in identity theft protection, uses the industry’s most advanced alert system to help ensure you remain the only you. As an FPA member, you’re entitled to a special offer and 10% off.

FPA MEMBER DISCOUNT$9 a month or $99 annuallyPhone Promo code: AFFINITY6Online Promo code: FPA

PRODUCTS With LifeLock Ultimate™ You Get:• Identity threat detection and alerts• Checking and savings account application alerts with LifeLock Ultimate service• Online access to credit reports and scores• Scanning of criminal databases

CONTACT 800-LifeLock (800-543-3562) https://secure.lifelock.com/enroll-ment?promocode=FPA

1 2013 Identity Fraud Survey Report. Javelin Strategy & Research. February 2013.

* At the end of the 30-day trial period, your card will be billed automatically at $9.00mo/$99.00yr plus ap-plicable sales tax for standard LifeLock identity theft protection or $22.50mo/$247.50yr plus applicable sales tax for LifeLock Ultimate unless you cancel within the 30-day trial period. You can cancel anytime without penalty by calling 1-800-LifeLock. Offer is for new LifeLock members only.

Lightbulb PressLightbulb Press creates easy-to-understand customized financial booklets and articles and financial literacy websites that help finan-cial professionals educate their clients and employees, market their services, and build their brand.• Content as objective as your advice• FINRA-reviewed• Customized with your contact information and photo

FPA MEMBER DISCOUNTUp to 15% off + free shipping on orders placed by November 15, 2014


CONTACT [email protected] www.lightbulbpress.com/FPA

Markel Cambridge AllianceSince 1989, Markel Cambridge Alliance, a division of Markel Service, Incorporated, has offered Errors & Omissions coverage on a surplus lines basis to several classes of investment advisers. • Registered Investment Advisors (RIAs)• Independent Investment Advisory Rep resentatives (IARs)• Financial Planners• Asset Managers• Divorce Planners Why choose Markel Cambridge Alliance for E&O? • Extensive experience in the financial advisory market• Financially strong with an “A Excellent” XIII rating by A.M. Best• Accessibility…call us anytime• Long-term, stable program since 1989• Endorsed by major financial associations and custodians• Immediate response to all claims within 24 hours• E&O for RIAs…it’s all that we do* Markel Cambridge Alliance can write coverage for any

broker that has a surplus lines license.

FPA MEMBER DISCOUNTReceive a minimum 5% discount

CONTACT http://www.markelcambridge.com/ contactus/Pages/default.aspxhttp://www.markelcambridge.com/

MetLifeFPA has partnered with several divisions of MetLife to provide our members with discount-ed and comprehensive access to the services they need. From Auto & Home insurance, to a prescription discount program, to online risk management services, we’ve got you covered.

FPA Group Rates on Auto & Homehttp://myahprogram.com/fpa877.491.5089

List of additional discounts available http://myahprogram.com/fpa/front/show-Page.jsp?linkID=DCE8B62110CDEE4F

Free Prescription Discount Programhttp://www.medvana.com/metlifePromo code: CO197

15% off MetLife Defender–Coming Soon!MetLife Defender provides comprehensive protection against the full range of today’s online risks — beyond your personal computer or device — to keep your personal data safe.

Receive FPA pricing on both individual and family plans. Learn more. www.metlifedefender.comFPA Individual - $19.50/mo.FPA Family - $39/mo.

ModestSpark Modestspark is focused on providing Regis-tered Investment Advisors with the ultimate client experience. Our app is purposed built and designed to help you and your clients see and understand their portfolios. We leverage your existing portfolio accounting system for quick set up and simple maintenance.


Generate dynamic, rich client reports that are easy to understand, simplify the client review process and focus on the story behind the numbers and reinforce your hard work with a fully integrated social experience.

FPA MEMBER DISCOUNTReceive one month free (up to a $500 value!)


Money Tree SoftwareMoney Tree’s customers value the accuracy and control they get with Easy Money Power Plan-ner, the detailed cash flow reporting with tax implications and sources of funds from Golden Years Cash Flow, and the ease with which they can do planning scenarios and “What If” plans with Silver Financial Planner. Find out more about our financial planning software below. Contact us or visit our website to learn more or start a 30-day fully functional trial. Helping you succeed is our goal!

FPA MEMBER DISCOUNT20% off select Money Tree Software products

PRODUCTS Silver Financial Planner – FPA price: $396/year ($99 savings)

Easy Money Power Planner – FPA price: $716/year ($179 savings)

Golden Years Cash Flow – FPA price: $716/year ($179 savings)

CONTACT 877.421.9815 [email protected]://success.moneytree.com/fpa

MoneyGuidePro® MGP’s unique ability to make sophisticated, goal-based planning fast and easy. We believe every investor needs and deserves a high- quality financial plan and that every advisor should have the means to provide it. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experi-ence for every client. For college, retirement, estate and Social Security planning, asset allocation and insurance needs analysis, tech integration and account aggregation.

FPA MEMBER DISCOUNTReceive the $995 FPA rate on MoneyGuidePro® software

PRODUCTS MoneyGuidePro® softwareFPA price: $995/year

CONTACT [email protected]://www.moneyguidepro.com/fpa

Existing customers, mention your FPA membership by email or phone to start saving!


National Car RentalNational Car Rental is a premium brand for business travelers with locations in major airports throughout North America. National offers FPA Members unlimited mileage and year-round discounts.

FPA MEMBER DISCOUNTUnlimited mileage, and up to 20% off car rentalsPromo code: 5030624

CONTACT 1.800.CAR.RENThttps://www.nationalcar.com/hotDealsTem-plate.do?msg=national_FPA

National Purchasing PartnersFPA is now partnered with National Purchas-ing Partners (NPP) to offer members discount pricing on a variety of products. This program is free with no obligation to purchase. A few offerings include Expedia, Staples Advantage, and if eligible Verizon Wireless. To learn more, register at www.mynpp.com. Click “Join Now,” select “Company,” select “Finance”, “FPA” as the association, and submit.

FPA MEMBER DISCOUNT22% off corporate eligible and 18% off employee eligible accounts from Verizon

CONTACT 1.800.810.3909 [email protected]://www.onefpa.org/MyFPA/ member-discounts/Pages/NPP.aspx

Ned Davis ResearchInvestment professionals throughout the world depend on Ned Davis Research for our bal-anced strategic insights and actionable ideas. From portfolio managers…to analysts….to traders…to marketers….and everyone in be-tween…. Ned Davis Research delivers a solu-tion for you. Our Award Winning 360° approach assists clients by offering strategic insights, historical context, and actionable ideas. Cli-ents value the strategic benefits resulting from the breadth, depth, and quality of NDR’s data and research.

FPA MEMBER DISCOUNTFPA members receive 20% off research subscriptions and a free FPA-version of Ned Davis’ monthly Market Digest summary

CONTACT 800.241.0621http://ndr.com/home

NerdWalletNerdWallet is a consumer-focused website dedicated to helping people make better, more informed financial decisions. Their Ask an Ad-visor platform provides FPA members with an opportunity to easily expand their online pres-ence by demonstrating their expertise on the needs of their target clients. Adviser content is distributed to NerdWallet’s over two million monthly users and featured in national pub-lications ranging from USA Today to the Wall Street Journal.


FPA MEMBER DISCOUNTSave 50% per year on all premium NerdWallet marketing memberships

PRODUCTS PremiumStandard Price: $199/yrFPA Price: $99/yr

EnhancedStandard Price: $99/yrFPA Price:$49/yr

BasicStandard Price: Free!FPA Price: Free!

CONTACT [email protected]/FPA

Office Depot, Inc.Formed by the merger of Office Depot and Of-ficeMax, Office Depot, Inc. is a leading global provider of products, services, and solutions for every workplace - whether your workplace is an office, home, school, or car. We are a single source for everything customers need to be more productive, including the latest technology, core office supplies, print and doc-ument services, business services, facilities products, furniture, and school essentials.

FPA MEMBER DISCOUNTPrint your FPA Office Depot discount card: http://fpa.ctcshares.com/ discountcard.pdf Up to 80% off office supplies online or in-store, and always free shipping over $50FPA SPC Account # 80122909759

CONTACT 1.800.GO.DEPOThttp://fpa.ctcshares.com

Orlando VacationsReceive discounted Disney World Tickets and Vacation packages. Discounts include Universal Studio Tickets, Sea World Tickets, Discovery Bay, Aquatica and more!

Save up to 60% off rack rate at select Orlando hotels close to or on theme park property. Rates starting as low as $55.00 per night. Or choose to stay in vacation Homes fully stocked and professionally decorated and most with pools, rates starting as low as $99.00 per night.

Receive a Free 75 Page Disney World Guide ($35.00 value) for vacation planning and Discount Packages which include theme park tickets, lodging and more and be entered to win monthly giveaways!

FPA MEMBER DISCOUNTSave up to 35% on your Orlando vacationPromo code: Mention FPA


CONTACT 1.866.906.1056http://www.orlandovacation.com/dis-counts/member.php?aid=FPA

PlanPlusWhether you are new independent financial advisor who is building a practice from scratch or a veteran with years of experience … you no doubt are finding a common theme with your clients. More and more they are looking for direction on financial planning issues. This means that efficient tools are critical to providing valued service to clients’ resulting in satisfied customers. With PlanPlus Planit, individual advisors and firms have a broad selection of tools that give them what they need to accu-rately and efficiently answer their client’s most pressing questions.

FPA MEMBER DISCOUNTSave 20% on PlanPlus Planit financial planning toolsPromo Code: FPA2014

PRODUCTS PlanPlus PlanitTo view FPA Member pricing click below. http://planplus.com/media/ FPA-Discount-Levels-2014.pdf

CONTACT [email protected]://www.planplus.com

Plum BenefitsBigger, Better… and Serious about Fun Now you have access to the leading travel and entertainment corporate benefits program in the world, Plum Benefits powered by TicketsatWork.

FPA MEMBER DISCOUNTSign up for your free FPA account today!Promo code: FPA303

PRODUCTS Save up to 60% on over 80,000 Nationwide Offers: Broadway | Theme Parks | Movie Tickets | Sports & Attractions | Hotels


Protected Tomorrows® Protected Tomorrows, Inc. is an advocacy firm that enhances the lives of people with special needs through a comprehensive life planning process. We create Future Care Plans™, which address the needs of the individual with devel-opmental disabilities, mental illness, physical disabilities, or cognitive and neurological dis-eases.

FPA MEMBER DISCOUNTSave 15% on Protected Tomorrows® membership Promo code: FPA_MBR


CONTACT [email protected]://www.protectedtomorrows.com/

RIA MatchWe offer solutions for succession planning, growth and the next generation of financial ad-visors. We match financial advisers, future fi-nancial advisers and advisory firms. RIA Match provides insightful resources, facilitates your search, and puts the power in your hands. Search for free, pay to connect: anonymously and securely!

FPA MEMBER DISCOUNT30 day free trial and 20% offPromo code: FPA_Practice_Match

PRODUCTS Basic Plan – Free!

Personal PlanFPA price: $23.96/mo.

Premium PlanFPA price: $39.96

[email protected]://www.riamatch.com/

Red Roof Inn Red Roof Inn has over 350 hotels across 41 states in the U.S. Take advantage of accommo-dations like free Wi-Fi, HBO, ESPN, CNN, and pets stay free! You will find great rooms, comfy

beds, budget-conscious rates, and nice people devoted to making your stay a great one.

FPA MEMBER DISCOUNTSave 15% on stays at all locationsPromo code: FPA

CONTACT800.733.7663http://www.redroof.com/partners/ financial_planning_association

RightSignature RightSignature is the simplest, most efficient way to get your documents signed. RightSig-nature enables you to streamline your client onboarding process, reduce paper and ink ex-penses, avoid fax hassles, cut document re-turn time from weeks to hours, and provide a superior client experience.

FPA MEMBER DISCOUNT20% off electronic signature packages

All plans include:• 30-day money back guarantee• Upgrade, downgrade, or cancel at any time• Secure, reliable service• Friendly, US-based customer service

[email protected]://ub.rightsignature.com/fpa1/


Ryan Insurance Strategy ConsultantsLicensed to do business in all 50 states, Ryan Insurance Strategy Consultants is an indepen-dent insurance brokerage firm specializing in life, disability and long-term care insurance pol-icy analysis for fee-only financial advisors and their clients. We are also a disability plan ad-ministrator for several large financial services associations. Ryan Insurance Strategy Consul-tants works exclusively with financial advisors to help them analyze insurance needs.

FPA MEMBER DISCOUNTFPA Group Rates

PRODUCTSFPA Group Long Term Disability• Up to $10,000 of Monthly Disability Benefit• 90 Day Elimination Period• To Age 65• Inflation Protection• Retirement Annuity Benefit• Assisted Living Benefit

FPA Group Term Life• Up to $250,000 of Group Term Life • Guaranteed Issue • Spouse and Family Coverage

CONTACT800.796.0909 ext. [email protected] http://www.associationinsurancebenefits.com

Seasons of Advice® Client Service Model ConsultingFPA members have access to this premium cli-ent service and practice management model that aims to transform your practice and im-press your clients. “We put clients in motion.”

This neuroeconomic-based client service mod-el focuses on proven practices that will improve your financial success as an adviser, and help your clients make smarter financial decisions.

FPA MEMBER DISCOUNTSave 20% on consulting servicesPromo code: FPA2014

PRODUCTS FPA Price: $200/month for first year, $149/month thereafter


SoFi SoFi offers student loan refinancing, mort-gages and personal loans to highly qualified graduates, with savings of $9,400 on average over the lifetime of their loans. Our communi-ty-based model offers borrowers unique ben-efits like career coaching, entrepreneurship support, and unemployment protection. We offer individual and institutional investors op-portunities to invest in these bright minds and earn compelling rates of return.

FPA MEMBER DISCOUNTReceive a $300 welcome bonus when refinancing

CONTACT [email protected]/onefpa


SprintSprint has several rate plans available and offers the greatest flexibility. Increase pro-ductivity and get more bang for your buck with Sprint. You can have unlimited data, text and voice or pool it-the choice is yours. 19% discount on qualified rate plans with an average savings of 25%-35% compared to Sprint com-petitors. Program only available in the USA.

FPA MEMBER DISCOUNT*Receive 19% off most rate plans, and 25% off Sprint accessories* Currently available to new Sprint customers only.

[email protected]://fpa.bizunite.com/marketplace/pag-es/External.html#id=5

StaplesWe make it easy to buy every item your business needs at a competitive price. Only Staples Advantage provides you with a combination of exclusive deep discounts on hundreds of essential business products, PLUS additional low pricing on almost every item you’ll find on Staples.com. With Staples Advantage, you’ll consolidate and reduce spending on all the categories that matter to your business. Like light cleaning, breakroom, technology, furniture and more.

FPA MEMBER DISCOUNTUp to 70% off office, breakroom & tech products, plus FREE shipping

[email protected]://fpa.bizunite.com/marketplace/pag-es/External.html#id=3

SunGardSunGard’s solutions help advisors create agile growth through innovative technologies, efficiency and enhanced service. The compre-hensive suite includes award-winning solutions WealthStation Financial Planning and Allo-cationMaster, and innovative tools like Com-pAct, which allows advisors to quickly create actionable financial plans that help simplify complex information and make it more mean-ingful to the client. WealthStation is designed to satisfy the needs for advisors of all levels of sophistication and experience. With over 60 different financial planning modules, covering every topic from single-issue goal-based cal-culations to detailed, comprehensive lifetime cash flow analysis, WealthStation makes each advisor-client experience tailor-made.

FPA MEMBER DISCOUNT30 day free trial and 20% off WealthStation access

[email protected]://www.sungard.com/ wealthstationondemand

VPI Pet InsuranceVeterinary Pet Insurance® provides affordable pet health coverage from preventive care to significant medical incidents. FPA members are eligible for a 5% discount (or more for multiple


pets) which makes this peace-of-mind protec-tion even more affordable. Find out why VPI is the #1 choice in America for pet insurance.

FPA MEMBER DISCOUNTSave 5% on pet insurancePromo code: mention FPA

CONTACT1.877.PETS.VPI http://www.petinsurance.com/onefpa

Willis Private ClientComing soon!

Starting October 2014, Willis Private Client, a leading global insurance broker, will be offering FPA members access to superior personal liability protection against high-stakes law-suits at a reduced price -- all through a Group Umbrella Liability insurance program from ACE Private Risk Services. Read our material at the links below to learn about the critical nature of this protection.

FPA MEMBER DISCOUNTPersonal liability protection against high-stakes lawsuits at a favorable group rate.

Personal liability protection against high-stakes lawsuits at a favorable group rate.

Insurance Intelligence White Paperhttp://www.acegroup.com/us-en/assets/ace_personalliabilitywhitepaper_mar-2012_Willis-FPA.pdf

Learn why personal liability protection is important.http://www.acegroup.com/us-en/assets/ace-prs_jury-verdict-research_Willis-FPA.pdf

FPA URL: www.aceprs.com/FPA2014

Wine Country Gift BasketsWine Country Gift Baskets® has been manufac-turing and selling value-priced, quality gift bas-kets to consumers and businesses for over 25 years. Our 100% Satisfaction and Best Value Guarantee combined with our knowledgeable and courteous customer service have made us the premier source for gift baskets for any occasion. Wine Country Gift Baskets®’ beauti-ful gourmet food, wine, fruit and spa gifts are available through our catalog and website.

FPA MEMBER DISCOUNT10% off entire collection of baskets, plus logo placement on ribbon and free personalized cards

CONTACT714.869.2003 ext. [email protected]://www.winecountrygiftbaskets.com/in-formation/affil_redir.asp?r=0&sc=FPA2013

Wyndham HotelsWyndham Hotel Group is the world’s largest and most diverse hotel company, encompass-ing approximately 7,200 hotels and more than 600,000 rooms in 66 countries under fifteen hotel brands.


FPA MEMBER DISCOUNT20% off best available rates Promo code: 1000007597

CONTACT800.407.9832 http://www.wyndhamhotelgroup.com/?cor-porate_id=1000007597

Your Office AgentYour Office Agent is an innovative corporate real estate and workplace consultancy. We provide business people with expert advice and management of their leased offices and workplaces. Be it for one office location, a portfolio of offices worldwide, or virtual, part-time, on-demand, or mobile officing options, Your Office Agent works to match you with the best workplace solutions for your needs today, while anticipating and planning for your chang-ing needs in the future.

FPA MEMBER DISCOUNTGuaranteed additional 10-15% off office space solutions

[email protected] www.YourOfficeAgent.com

Documents

2014 FPA Member Discount Program Guide€¦ · Guide Over 2 million consumers every month trust NerdWallet to help them make ... FPA’s Member Discount Program brings you savings