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

