What’s Included in My XYPN Membership? A Full Benefits Breakdown

Your XYPN membership is more than just access to a community—it’s a full support system built for fee-for-service advisors. Whether you’re just launching or running a growing firm, your membership gives you access to tools, education, coaching, and compliance guidance to help you move forward with clarity and confidence.

Here’s what’s included and how to take advantage of it.

XYPN Academy & CE-Eligible Education

XYPN Academy is your one-stop shop for self-paced courses, templates, live webinars, and replays. From planning processes to pricing strategy, you’ll find guidance for every stage of your firm.

You'll also have access to live and self-study CE-eligible courses to support your CFP®, CPA, and other designations.

Access: Log in to the XYPN Portal > Click XYPN Academy in the sidebar.

Coaching & Practice Support

Our business coaches are here to help you through all the “how-do-I-do-this?” moments that come with running a firm.

Weekly Drop-In Coaching – Join open Zoom calls with XYPN’s coaches to ask real-time questions on Mondays.
1:1 Membership Consultations – Schedule time with a member experience team member to get pointed in the right direction.

Compliance Support

Compliance can feel overwhelming—but you don’t have to tackle it alone.

Weekly Compliance Office Hours – Drop in every Tuesday and Wednesday at 2 PM ET to ask questions live using the Events Calendar.
Templates & Tools – From ADV filings to policies and procedures, you’ll find it all inside Academy and the Member Forums.

Tech Stack (Included at No Extra Cost)

Your membership includes access to key tech tools that help you run your firm efficiently—without paying for multiple subscriptions.

Included tools:

AdvicePay (billing & agreements)
Capitect (portfolio performance reporting)
RightCapital (financial planning software)
SmartRIA (compliance management)
fpPathfinder (client-facing checklists & workflows)
Wealthbox (CRM)
XY Archive (email archiving solution)

Explore: Log in to your XYPN Portal > Click Member Benefits > Use the “Included in Membership” filter.

Visibility & Media Opportunities

Get found and featured with:

Find an Advisor Profile – Appear in XYPN’s public search tool (must be a CFP® professional).
Media Requests – Get in touch with reporters through XYPN’s PR network.
XYPN LIVE – Get exclusive pricing for XYPN’s annual in-person conference.

Service Lines

Looking for help with the operational side of your firm? You have access to:

XYPN Books – Bookkeeping for advisory firms, tailored to XYPN members.
XYPN Invest (TAMP) – A Turnkey Asset Management Platform for advisors looking to outsource investment management.
E&O Insurance Access – Group pricing on professional liability coverage through Markel.

Community, Forums & Peer Support

You’re never alone. Connect with hundreds of other advisors building the same kind of business you are.

XYPN Member Forums – Ask questions, share ideas, and search thousands of existing threads.
Mastermind Groups – Join (or start!) a member-led group focused on growth, support, and accountability.
Open Groups – Connect with peers for accountability, brainstorming, and collaboration.
Member Directory – Search and filter to find every active member in the Network.

You Belong Here—and We’re Here to Help

There’s a lot packed into your membership, and you don’t need to use everything at once. Whether you’re starting out or looking to scale, we’re here to guide you to the right tools at the right time.

Have a question? Email us at membership@xyplanningnetwork.com, or schedule a call from the Help & Support tab in your Portal.

You’ve got big goals. We’ve got the tools to help you reach them!