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Corporate Application for Membership

Apply for Corporate Membership

Interested in joining the leading network of fee-only financial advisors who specialize in serving their ideal clients while running their own firms? XY Planning Network would love to give you the tools, help, and support you need to succeed.

Use the form below to apply for membership in XY Planning Network. If you are unsure if you qualify, please reach out to us before submitting your application.

Corporate Membership XYPN Application

Please fill out the following application to apply for membership to the XY Planning Network.

Please note that after your application has been submitted, you will be e-mailed a link to pay your $100 non-refundable application processing fee. Your application will not be reviewed until your processing fee has been received. Remember that if you are accepted for XY Planning Network membership, your $100 fee will be applied to your first month’s payment.

1Corporate Firm Information

2Advisor Information

3Agreement

Firm Name*
Firm Website*
Corporate Membership - Point of Contact*
Who should XYPN contact for billing and administrative purposes?
First Last
Email Address of Point of Contact
Phone Number of Point of Contact*
Corporate Firm Address*
Street Address Address Line 2 City Province Postal Code
Attach Company Brochure
Tell us about your company
Accepted file types: jpg, gif, png, pdf, Max. file size: 10 MB.
Does the firm currently receive commissions for any work done?*
- Yes
- No

Planner #1 Name*
First Last
Date*
This is for demographic data only and will not be shared or used when determining membership eligibility
Month
Day
Year
Planner #1 Designations*
- CFP
- CPA
- CFA
- RFP
- CIM
- LLB
- Other Relevant Designation
Which of the best describes Planner 1's process towards obtaining the CFP designation*
- Can use the CFP or RFP designation
- Passed the exam but need additional experience to use the designation
- Met the education requirement, but has not taken the CFP exam yet
- Working on the education requirements for the CFP
Planner #2 Name
First Last
Planner #2 birthdate
Month
Day
Year
Planner #2 Designations
- CFP
- CPA
- CFA
- RFP
- CIM
- LLB
- Other Relevant Designation
Which of the best describes Planner 2's process towards obtaining the CFP designation
- Can use the CFP or RFP designation
- Passed the exam but need additional experience to use the designation
- Met the education requirement, but has not taken the CFP exam yet
- Working on the education requirements for the CFP
Planner #3 Name
First Last
Planner #3 birthdate
Month
Day
Year
Advisor #3 Designations
- CFP
- CPA
- CFA
- RFP
- CIM
- LLB
- Other Relevant Designation
Which of the best describes Planner 3's process towards obtaining the CFP designation
- Can use the CFP or RFP designation
- Passed the exam but need additional experience to use the designation
- Met the education requirement, but has not taken the CFP exam yet
- Working on the education requirements for the CFP

Membership Agreement
Please review the XY Planning Network member agreement by following this link: Member Agreement

Periodic updates are made to this agreement, and all members will be asked to review changes when made.
I have read the XY Planning Network member agreement*
- Agreed
Electronic Signature*
By electronically signing your name, you are agreeing to the XY Planning Network member agreement.
Membership Qualifications Certification
By selecting "Yes" to the following questions, you certify that your answers are true to the best of your knowledge. Additionally, you certify that if your answers are found to be untruthful, you will be reported to the US CFP Board and the appropriate regulators, and your XY Planning Network membership will be immediately terminated.
I certify that the firm operates exclusively on a basis as defined by the US CFP Board*
- Yes
- No
- I'm Not Sure
I certify that at least 50% of the firms planners' time with clients is spent providing financial planning services*
- Yes
- No
How Did You Hear About Us?
If you were referred by an existing member, please list them here so we can thank them.
Is there an existing member of XYPN that you would like to credit with you joining XYPN?*
Would you like us to keep your membership private or tell the world that you joined?
- Private
- Tell the world!
Name
This field is for validation purposes and should be left unchanged.

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