REGULAR MEMBER: Professionals eligible for membership: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), REBC®, RHU® & RICP®). In addition, financial service professionals with three years of experience OR who hold a series 6, 7, 63, 65 or 66 license OR who are pursuing eligible designations or degrees OR who are recommended by a member in good standing.
YOUNG PROFESSIONAL: Age 40 and younger meeting the membership eligibility requirements cited above.
STUDENT: Full-time students in the process of earning a degree at an accredited college or university.
HIGHER EDUCATION PARTNER: Requires a signed partnership agreement by a college or university representative committing to active participation in the association. Includes two free memberships.
