Membership |
THE MEMBERSHIP YEAR RUNS SEPTEMBER 1 THU AUGUST 1! 1st Year Membership Dues are PRO-RATED MONTHLY!
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.
Age 75 and older, meeting the regular member eligibility requirements cited above.
Age 40 and younger, meeting the regular member eligibility requirements cited above.
Full-time students in the process of earning a degree at an accredited college or university.
Requires a signed partnership agreement by a college or university representative committing to active participation in the association. Includes two free memberships.
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