Manage Financial Peace Memberships After Sending Them

When you send a Financial Peace University membership, it's important to understand what happens after it has been assigned. This article explains membership statuses, common issues, how to manage memberships, and when memberships can (or cannot) be reassigned.

How Memberships Work

When you send a membership:

• It is immediately assigned to the recipient.
• It is deducted from your available memberships.
• Once the recipient activates the membership, it becomes permanently assigned to that individual and cannot be transferred, revoked, or reused.

Because memberships provide full access to Financial Peace University, they belong to the recipient once they have been activated.

Check Membership Status

To view the status of memberships you've sent:

1. Log in to your Impact Dashboard.
2. Select the My People tab.

You'll see one of the following statuses:

Pending

A Pending membership means the recipient has not completed account setup.

If it has been less than five days since the membership was sent:

1. Ask the participant to locate the original invitation email.
2. Have them select the invitation link to complete setup.

If it has been more than five days since the membership was sent, the invitation link has expired. The participant can still activate their membership by:

1. Going to fpu.com/member.
2. Selecting Sign In.
3. Selecting Need Help Signing In?
4. Following the prompts to reset their password.

Once they complete setup, their membership status will change to Active.

Active

An Active membership means the participant has completed account setup and can immediately access Financial Peace University by signing in at fpu.com/member.

If someone says they never received the invitation email but their status is Active, have them:

1. Go to fpu.com/member.
2. Sign in with their account.
3. Reset their password if needed.

Expired

Organization-provided memberships are valid for one year. Once a membership expires, that participant may receive a new membership from your organization.

Can a Membership Be Reassigned?

Whether a membership can be reassigned depends on its status.

Pending Memberships

If a participant decides not to attend your class and their membership is still Pending, the team may be able to revoke the membership and return it to your account.

To request a revocation:

1. Email fpadmin.help@ramseysolutions.com 
2. Include the participant's name and email address.
3. Request that the pending membership be revoked and returned to your account.

The team will review your request and assist with the next steps.

Active Memberships

Once a participant activates their membership, it is permanently assigned to that individual.

Active memberships cannot be:

• Revoked
• Deleted
• Returned to your account
• Reassigned to another participant

I Sent the Membership to the Wrong Email Address

If you entered the wrong email address, you can update it before the participant completes setup.

1. Go to the My People tab.
2. Select the three dots next to the participant.
3. Select Edit Email.
4. Enter the correct email address.

Participant Didn't Receive the Invitation Email

If the participant didn't receive their invitation, check these common causes:

• They're already Active. They may have already completed setup or overlooked the welcome email. Have them sign in directly at fpu.com/member.
• The email is in Spam or Junk. Ask them to search for emails from Ramsey Solutions.
• The email address is incorrect. Verify the email address in the My People tab and update it using Edit Email if necessary.
• Their membership is still Pending. Follow the activation steps above.

Participant Isn't Showing in My Class

If someone has a membership but isn't appearing in your class roster, they were likely sent a membership without being added to a class.

If the participant is Active:

1. Go to the My People tab.
2. Locate the participant.
3. Select the three dots.
4. Select Add to a Class.
5. Choose the appropriate class.

If the participant is Pending, wait until they activate their membership before adding them to a class.

Resend an Invitation

If a participant's membership is still Pending, you can resend their invitation.

1. Go to the My People tab.
2. Select the three dots next to the participant.
3. Select Resend Invite.

The participant will receive a new invitation email with instructions to complete account setup.

Where to Check Membership Activity

Use these sections of your Impact Dashboard:

• My People — Displays every membership you've sent and its current status.
• Class Members — Displays only participants who have been added to a specific class.

Frequently Asked Questions

Can I reuse an unused membership?

No. Once a membership has been sent, it is assigned to that recipient. Pending memberships may be eligible for revocation by the team, but they cannot be reassigned without first being returned to your account.

Can I delete an Active membership?

No. Once activated, memberships are permanently assigned and cannot be deleted or reassigned.

What if I don't have any memberships remaining?

If you have an Administrator role, you can purchase additional memberships from your Impact Dashboard. You can also contact your Church Advisor or the Financial Peace team for assistance.

Troubleshooting Quick Reference

Need More Help?

If you have questions about membership status, available memberships, or you're experiencing issues with your class, contact the team at