Join Our Community

The Catholic Financial Planners Network (CFPN) connects values-driven financial professionals through a virtual member community hosted on Circle and monthly study group calls.

Collaborate with like-minded advisors who share your professional standards and spiritual foundation through one of two membership tiers:

  1. Community Membership ($200/yr):
    • Catholic in good standing
    • Financial planning-focused service approach

    OR

  2. Marketing Membership ($400/yr):
    This $200 upgrade includes all benefits of Community Membership and provides additional marketing visibility through:

     

    • Lead generation through your profile on the Catholic Financial Planners Network (CFPN) public-facing website
    • Opportunities to be featured in the Catholic Money Mastermind podcast

To qualify for Marketing Membership, you must meet the Community Membership requirements above AND both of the following requirements:

  • Have a clean U4 disciplinary record
  • Hold a qualifying professional designation
    (CFP®, ChFC®, CPA, CFA, CAIA, CLU®, EA, or PhD in Economics/Finance)

Join today to sharpen your skills while honoring your core values.

CFPN Advisor Membership Application