Regular Professional Membership

Regular membership is available to any licensed and/or registered individual currently in the business of providing financial advice. You must have verifiable financial expertise and verifiable employment history in the financial industry. You must be free of conflicts of interest and exercise fiduciary responsibility. You must be elected to membership by a majority vote of the Board of Directors.

Team/Firm Membership
Team/Firm Membership is available for groups of individuals licensed and/or registered in the business of providing financial advice. Teams/Firms may delegate responsibilities of membership to an individual within the Team or Firm provided the individual is a licensed and/or registered individual currently in the business of providing financial advice.
Teams, firms and their delegates must have verifiable financial expertise and your delegates must have verifiable employment history in the financial industry. Teams, firms and your delegates must be free of conflicts of interest and exercise fiduciary responsibility. Teams, firms must be elected to membership by a majority vote of the Board of Directors.

Student Membership

Student membership is available to all currently enrolled under-graduate and graduate students.

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