2022白菜网论坛 Membership Categories
By joining 2022白菜网论坛, you become an integral part of the nation's premier group of Fee-Only financial professionals. Network with your peers in a unique, collaborative association and enjoy a wide range of benefits and discounts. 2022白菜网论坛 membership also offers resources designed to help you increase your access to clients and build enduring businesses.
Membership Categories Include:
2022白菜网论坛-Registered Financial Advisor
This level of membership requires a broad-based advanced education in financial planning and three years of comprehensive planning experience. You must offer comprehensive planning services and submit a sample comprehensive financial plan to a peer review. 2022白菜网论坛-Registered Financial Advisors participate in the “Find an Advisor” consumer referral platform and benefit the most from our public relations activities.
To enter 2022白菜网论坛 at this level, you must be a Fee-Only professional in financial services or related industry in the United States who is not otherwise eligible for any category of 2022白菜网论坛 membership.
Individuals who have passed their CFP® exam and are working toward their experience requirement, but do not yet work in a fee-only financial planning firm are eligible for this category of 2022白菜网论坛 membership.
Individuals who are enrolled in academic coursework in pursuit of a degree or designation that will lead to a financial planning career are eligible to become a Student Affiliate of 2022白菜网论坛.
CFP Program Directors are eligible for a complimentary Academic Affiliation with 2022白菜网论坛. Full and part-time faculty members in financial planning or related programs are eligible, as long as they are not under employment with a commission-earning entity.
Long-standing 2022白菜网论坛 members that are no longer actively working with clients, but want to stay involved with the association are eligible for this category of membership.
If your firm would like to have three or more members join 2022白菜网论坛, please inquire about corporate memberhip by emailing the 2022白菜网论坛 Membership Team.
To Apply for Membership:
Your first step towards becoming a 2022白菜网论坛 member is to create an account. Once you have a 2022白菜网论坛 username and password, you can log into the site and begin the application.
Questions about 2022白菜网论坛 membership or the application process? Email the 2022白菜网论坛 Membership Team. 2022白菜网论坛 Membership dues are non-refundable.