Global Financial Planning Institute

What Global Financial Planning Institute does

Global Financial Planning Institute (GFPI) is a privately held, membership-based educational organization founded in 2020 and headquartered in Edina, Minnesota. It delivers structured curriculum, community, and tooling for financial advisors, wealth managers, CPAs, and estate attorneys serving international and cross-border clients (Americans abroad, expats moving to the US, dual citizens, digital nomads, and mixed-nationality couples). The platform comprises a tiered membership program (Open $60/yr, Associate $295/yr, GFP Fellow $445/yr, plus Service Provider), three sequential courses (Original Master Class at 10 modules/14 hours, Essentials at 3 modules/5 hours, and forthcoming Advanced at 8 modules/8 hours), domain-specialized calculators (PFIC Tax Calculator, HEART Exit Tax Calculator, Multi-Currency Client Investment Plan), a member-only Service Provider Database, and a public Find-an-Advisor directory covering 15+ country pairs.

The business model is subscription-led, with recurring membership fees as the core revenue stream, supplemented by conference ticket sales ($895-$1,295 for GFP Connect), service provider listing fees, and ancillary revenue from white papers, webinar content, and institutional foreign-exchange referral economics. Go-to-market is community- and content-led: white papers and educational blog posts drive top-of-funnel awareness, webinars and annual GFP Connect conferences (rotating across Austin, Miami, Playa del Carmen, and Roatán) provide mid-funnel engagement, and the Advisor Network converts members into a referral marketplace.

The organization is independent, founder-led by Ashley Murphy (President) and Matt Goren (Co-founder, Chief Strategy Officer-equivalent), with no disclosed external funding, parent entity, or M&A activity. It holds a 2024 strategic partnership with the Investments & Wealth Institute for cross-border content distribution and CE credit recognition across CIMA, CPWA, and RMA credentials, plus media references in Financial Advisor Magazine, Investment News, Financial Planning, and the Journal of Financial Planning.

Name

Global Financial Planning Institute

Legal name

Global Financial Planning Institute

Website

https://gfp.institute

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

The Global Financial Planning Institute is a membership-based education and community organization serving financial advisors, CPAs, and estate attorneys working with international and cross-border clients via a tiered curriculum, specialized tax-planning calculators, peer forums, and an annual conference.

Ownership category

akta.pro rank

Product category

Financial Planning Education & Professional Membership

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYEDAAALAJ

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE)

Education/Adult & Continuing Education/Professional Licensure & Continuing Professional Education (CE/CPE)

Keywords

• Financial planning education
• Cross-border advisory training
• Professional membership programs
• International tax planning
• Wealth management certification

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Subscriptions: Annual membership subscriptions at three tiers (Open Member $60/yr, Associate Member $295/yr, GFP Fellow $445/yr) providing access to educational content, tools, forums, and professional network.
2. Service Provider Database: Listing fees for service providers (tax attorneys, estate planners, insurance brokers) who join the member-only database.
3. Conference Tickets: GFP Connect annual conference tickets ranging from $895-$1,295 depending on membership status and early bird timing. Includes 8 GFPI credit hours.
4. Institutional Foreign Exchange Services: Institutional FX rates offered to members (25 bps for Open Members, 30 bps at $20K for Associate Members) versus 60 bps retail offering.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Global Financial Planning Institute is a membership-based education organization that delivers a structured curriculum, specialized planning tools, peer community forums, and an annual conference for financial planners, wealth managers, CPAs, and estate professionals who serve international and cross-border clients. Members access the Original Master Class, Global Financial Planning Essentials Course, and the forthcoming Advanced Course, alongside niche calculators (PFIC, exit tax, multi-currency), webinars, white papers, and a Service Provider Database, gated by tiered annual memberships ($60–$445) and the credentialing GFP Fellow designation.

Product overview

The Global Financial Planning Institute operates as a membership-based educational platform offering a structured curriculum in international and cross-border financial planning. The core offering consists of three sequential courses: the Original Master Class (10 modules, 14 hours), the Global Financial Planning Essentials Course (3 modules, 5 hours), and the forthcoming Advanced Course (8 modules, 8 hours). These are complemented by the GFP Dashboard portal, specialized planning tools (PFIC Tax Calculator, HEART Exit Tax Calculator, Multi-Currency Client Investment Plan), and a content library including webinars and white papers. The community features include member forums and a Service Provider Database, while the Advisor Network directory showcases GFP Fellows. Events are anchored by the annual GFP CONNECT conference. The membership tiers (Open, Associate, GFP Fellow, Service Provider) gate access to increasingly advanced educational content, professional tools, and networking opportunities, with pricing ranging from $60 to $445 annually.

Differentiator

Problem solved

Functional benefit

Brands

• GFP Connect: Annual conference series for international and cross-border financial planning professionals
• GFP Master Class
• GFP Essentials
• GFP Fellow
• GFP CONNECT

Products and services

• Original Master Class A 10-module, 14-hour comprehensive course providing knowledge to work with expats who have moved to the US and Americans abroad with their outbound planning. Covers tax systems, residency definitions, treaties, investments, retirement accounts, and risk management. Targeted at US financial planners serving cross-border clients.
• Global Financial Planning Essentials Course A 5-hour, 3-module certificate program developed by GFP Institute and powered by Investments & Wealth Institute, covering fundamental principles and strategies of international financial planning. Earns 15 hours of CE credit including 5 hours of IWI tax & regulations CE for CIMA, CPWA, and RMA certifications.
• Global Financial Planning Advanced Course An 8-module, 8-hour advanced curriculum (coming soon) providing deeper coverage of investment, tax, retirement, and estate planning topics for international and cross-border financial planners.
• GFP Dashboard Member portal providing access to courses, events, webinars, white papers, forums, and service provider database for GFP members.
• GFP Connect Annual Conference Annual in-person conference bringing together leading international and cross-border practitioners for education, networking, and professional development. Includes 8 GFPI credit hours. Ticket pricing ranges from $895 to $1,295 with Early Bird incentives and a 15% premium member discount.
• Find an Advisor Network Directory of GFP Fellow members who specialize in international and cross-border financial planning across multiple country pairs, serving as a referral and lead-generation channel for member advisors.
• Service Provider Database Member-only database of approved service providers including tax attorneys, estate attorneys, immigration attorneys, insurance brokers, and international CPAs, available to GFP members for client referrals.
• Membership Tiers Four-tier membership structure: Open Member ($60/yr), Associate Member ($295/yr), GFP Fellow ($445/yr), and Service Provider Member (upon approval). Each tier provides escalating access to courses, tools, forums, professional networks, and the GFP Fellow designation.

Quantifiable outcome

• 15 hours of CE credit available for CIMA, CPWA, and RMA certifications
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Investments & Wealth InstitutecoreStrategic or Co-development Partner · 1 January 2024GFP Institute and the Investments & Wealth Institute entered into a strategic partnership to provide cross-border content to members of the Investments & Wealth Institute. A condensed version of the GFP US Inbound/Outbound International Financial Planning Master Class is offered by the Investments & Wealth Institute as 'Global Financial Planning Essentials'. The partnership provides CE credit recognition for CIMA, CPWA, and RMA certifications.
• Financial Planning AssociationcoreStrategic or Co-development PartnerCross-border Knowledge Circle partnership. Ashley Murphy served as Knowledge Circle host for the FPA's International and Cross-Border Knowledge Circle from 2017-2019.
• Kitces.comminorStrategic or Co-development PartnerCross-border financial planning content partnership through the Resources section of the GFP website.
• CIGA NetworkminorStrategic or Co-development PartnerQuarterly webinars partnership through the Resources section of the GFP website.
• XY Planning NetworkminorStrategic or Co-development PartnerFinancial courses partnership through the Resources section of the GFP website.
• Global Citizen SolutionsminorGTM or Marketing PartnerSponsor for GFP Connect 2026 conference in Roatan. Global Citizen Solutions specializes in global mobility and residency-by-investment solutions.
• JKZ LLPminorGTM or Marketing PartnerSponsor for GFP Connect 2026 conference. JKZ LLP is a law firm specializing in international estate planning and cross-border issues.
• Klevvera (Klev&Vera International Law Firm)minorGTM or Marketing PartnerSponsor for GFP Connect 2026 conference. Klev&Vera specializes in international, immigration, and private-client law for HNWI.
• Currencies DirectminorGTM or Marketing PartnerForeign exchange partner for GFP Connect 2026. Mentioned in context of double header webinar introducing partnership and issues affecting globally mobile clients.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• NAPFA: National Association of Personal Financial Advisors—membership organization for fee-only financial advisors providing education, community, and practice resources. Similar membership-driven business model serving practicing financial planners.
• XY Planning Network: Membership organization for next-generation fee-only financial advisors with education, community, and resources; GFPI lists XYPN as a partner. Comparable recurring-membership, advisor-community business model.
• CeriFi: Financial planning education company offering designations, CE, and professional development; co-founder Matt Goren served as VP of Financial Planning Education at CeriFi. Competitor in advisor CE and credentials with broader portfolio.
• Investments & Wealth Institute: Certifies CIMA, CPWA, and RMA designations and provides continuing education to financial advisors—GFPI's strategic partner and the most direct competitor for cross-border advisor CE. Target audience and content/credential structure closely overlap.
• CIGA Network: Community and education network specifically for international and cross-border financial advisors; GFPI partners with CIGA on quarterly webinars. Operates in the same niche serving cross-border specialists with similar content and community model.

Broad incumbents

• College for Financial Planning: Long-established financial planning education institution (a Kaplan company) offering CFP and other designations plus CE. Same advisor-training audience with broader, more traditional academic scope than GFPI.
• Financial Planning Association: Largest US association for financial planners offering CE, Knowledge Circles, and community—GFPI partners via the Cross-Border Knowledge Circle. Broader scope than GFPI but overlapping audience and education mission.
• The American College of Financial Services: Established financial services education institution offering CFP/ChFC designations and CE; co-founder Matt Goren previously led its CFP and ChFC programs. Same advisor education audience with broader academic scope.
• CFP Board: Sets and enforces standards for CFP certification in the US, oversees CFP continuing education. GFP Fellow credential is deliberately positioned alongside CFP. Broader remit but GFPI's qualification framework is layered onto CFP's standards.

Emerging players

• Kitces: Leading financial planning thought leadership publication and advisor education resource; content partner of GFPI. Overlapping advisor audience with content/blog-driven engagement model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Global Financial Planning Institute