FPA Members to Receive Exclusive Discount on the Money and Risk Inventory (MRI) Core

Denver, CO/New York, NY (September 24, 2025)-The Financial Planning Association^® (FPA^®), the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER^® professionals, is pleased to announce a new member benefit: discounted access to the Money and Risk Inventory (MRI) Core, an innovative tool that transforms how advisers assess and act upon client risk tolerance and financial psychology.

Developed to support deeper client engagement and improved planning outcomes, MRI Core provides valuable insights into the psychological and behavioral factors that drive financial decision-making. By integrating MRI Core into their practices, advisers can foster stronger client relationships, tailor recommendations more effectively, and align financial strategies with authentic client behaviors.

As part of this new benefit, FPA members will receive 10% off MRI Core.

"We are delighted to enhance our already terrific collaboration with MRI to support our members and their efforts to best serve evolving client needs," said Dennis Moore, MBA, CFP^®, FPA interim chief executive officer.

"As we all know, financial planning is about more than numbers. MRI Core helps advisors' client risk tolerance and financial psychology, leading to better conversations, stronger trust, and ultimately, better plans. We could not be happier to collaborate with FPA in bringing MRI Core to FPA members," said Dr. Charles Chaffin, Co-Creator of the Money and Risk Inventory.

###

About the Financial Planning Association (FPA)

For 25 years, the Financial Planning Association^® (FPA^®) has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER^® professionals and those engaged in the financial planning process. FPA is the CFP^® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Learn more about FPA at financialplanningassociation.org.

About Money & Risk Inventory (MRI)

The Money & Risk Inventory (MRI) is a breakthrough suite of tools in client risk tolerance and financial psychology that integrates client Comfort with Risk™, financial psychology, and client values into actionable insights. Through a suite of products that focuses on every stage of the client relationship from prospect to existing client, the MRI™ evidence-based approach helps financial advisors build deeper client relationships efficiently and at minimal cost. To learn more, visit https://www.moneyandriskinventory.com.