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Standard Application for Membership

Apply for Standard or Associate Membership

Interested in joining the leading network of fee-only financial planners 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.

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.

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.

1Basic Info

2New Firm

3Existing Firm

4Agreement

Planner Name*
First Last
Address*
Street Address Address Line 2 City Province Postal Code
Email*
Phone*
Advisor Designations*
- CFP
- CPA
- CFA
- CIM
- RFP
- LLB
- Other Relevant Designation
Which of the best describes your process towards obtaining the CFP designation*
- I can use the CFP designation
- I passed the exam but need additional experience to use the designation
- I have met the education requirement, but have not taken the CFP exam yet
- I am working on the education requirements for the CFP
What is your birthdate?*
MM slash DD slash YYYY

This is for demographic data only and will not be shared or used when determining membership eligibility
Are you currently working as a Financial Planner?*
- Yes
- No

Briefly describe where you are at in terms of starting your Practice
As of today, what is your ideal Practice launch date?
MM slash DD slash YYYY

Company Name*
Firm Website
Attach a Business Plan, if you have one.
Accepted file types: jpg, gif, png, pdf, Max. file size: 10 MB.
Do you 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 FPSC and the appropriate regulators, and your XY Planning Network membership will be immediately terminated.
I certify that the firm operates exclusively on a Fee-Only basis as defined by the US CFP Board*
- Yes
- No
- I'm Not Sure
I certify that at least 50% of the firms advisor's 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!
Comments
This field is for validation purposes and should be left unchanged.

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