Corporate Application to join the XY Planning Network

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.
Does the firm currently receive commissions for any work done?*
- Yes
- No

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!
Email
This field is for validation purposes and should be left unchanged.

Corporate Application for Membership