Memberships

About this Membership Level:

• For individuals who are enrolled as full-time students in an undergraduate program at an institution of higher learning or pursuing a master's degree in Planning, Business, Finance, Law, Tax, or Accounting.
• Must provide proof of enrollment when filling out the forms.
• Must be 26 or younger
• Benefits include:
• Access to valuable resources and information relevant to financial planning, finance, law, tax, and accounting.
• Networking opportunities with industry professionals and fellow student members.
• Participation in AAAA events, conferences, and seminars.
• Reduced annual dues rate, set at 50% of the Affiliate Member dues until completion of the undergraduate or graduate degree.
• Transition pathway to professional membership categories (Advisory or Affiliate Membership) upon completion of the undergraduate or graduate degree.
• Continued support and guidance from the AAAA community during the educational and professional journey.

* Please note that upon completing their undergraduate or graduate degrees, Student Members are required to reapply for membership under the appropriate guidelines for either Advisory or Affiliate Membership.

• About this Membership Level:Should have direct involvement in financial planning and/or wealth management activities or employment in financial services, tax, or a legal firm.
• Ideal for individuals who do not meet the requirements for Advisory Membership or choose not to be listed in the AAAA Consumer Financial Planning Directory.
• Benefits include:
• Access to AAAA's extensive resources, including educational materials, industry research, and publications.
• Networking opportunities with professionals in the financial planning and wealth management field.
• Participation in AAAA events, conferences, and seminars.
• Recognition and affiliation within the AAAA community.
• Support and collaboration opportunities with fellow members.
• Opportunities for professional growth and development through knowledge exchange and engagement.

• About this Membership Level: Eligible candidates include those who hold or have obtained: 
• FINRA (Financial Industry Regulatory Authority) Series 6, 7, 9 & 10 
• National Commodities Futures (NFA) Series 3 
• Securities Exchange Commission (SEC) Series 63, 65 or Series 66
• Recognized Advanced Degrees or Advanced Certifications:
• MBA
• Ph. D.
• Ed. D.
• CFP® (Certified Financial Planner)
• ChFC (Chartered Financial Consultant)
• PFS (Personal Financial Specialist)
• CIMA® (Certified Investment Management Analyst)
• MFP® (Master Financial Planner)
• Potential members must be engaged in financial advisory or wealth management activities with a significant focus.
• Should maintain substantial contact with individual financial or wealth advisory clients.