Help Center
Find answers to the most commonly asked questions about our membership plans.
Frequently Asked Questions
Find answers to the most commonly asked questions about our membership plans.
Membership Plans
Do you offer student and educator discounts?
Yes, students and educators qualify for membership savings - Apply here.
Do you offer special rates for companies or team memberships?
Yes, groups qualify for special pricing. Contact Us or call 212-803-8841 to learn more.
How do I add users to my membership?
If you are interested in an Enterprise membership or would like to add additonal users to an existing membership, contact Us or call 212-803-8841 to learn more.
What is the refund policy?
When cancelling a subscription, your cancellation will become effective at the end of your current billing period. Prorated refunds will not be issued after purchase is complete. Your subscription access and/or delivery and accompanying subscriber benefits will continue for the remainder of the current billing period. Please see subscription agreement to learn more.
How will I know when my membership expires?
Your membership renewal date can be found in your purchase confirmation email, as well as in the 'Subscriptions' section in My Account.
What happens to my subscription at the end of my introductory period?
Your membership will automatically renew at the end of your introductory period at the current renewal rate. You can disable auto-renew at any time in My Account
Why am I not receiving the newsletters I’ve signed up for?
If you are not receiving your newsletters, try the following steps:
- Check your spam or junk folder to see if your newsletters have ended up there
- Add newsletters.arizent.com to your email contacts
- If you are using a corporate email address, reach out to your IT department and ask about email filtering
What do I receive when I register for a guest account on americanbanker.com?
When you create a guest account, you receive access to a limited number of exclusive articles as well as your own and access to the Preference Center, where you can customize your experience by selecting topical newsletters, follow your favorite journalists and choose the topics you are interested in most.
Product Features
Does Financial Planning have an app?
Financial Planning does not have an app at this time. All content can be found on the mobile-friendly website, financial-planning.com
How do I temporarily suspend delivery of my magazine?
To temporarily suspend delivery of the Financial Planning magazine, please email our customer success team or call us at 212-803-8500.
How do I update my newsletter settings?
Members can update their newsletter settings at any time by logging into their account and selecting Newsletters from the My Account menu.
How can I request licenses and purchase article reprints?
For reprint and licensing requests for this article, click here.
How do I access the original research reports?
Financial Planning produces regular research reports throughout the calendar year on topics spanning technology, career development, direct indexing, AI in wealth management and more. Premium members can access original research reports as part of their membership.
Policies
What is Financial Planning's policy on use of my personal data?
You can find out more about Financial Planning's use of your personal data by reading our Privacy Policy.