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.

• About this Membership Level: Should have direct involvement or interest 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:

• 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: