What’s Included In The Membership

Membership Resources

We provide members with valuable resources to facilitate networking, training, professional development, and knowledge application.

• The Membership Directory lists members’ contact information, facilitating networking among members.
• Financial Advisor Course Directory provides resources for training and development, including CE courses, helping members enhance their skills to better serve clients and grow their practice.
• The Mentorship Program matches newer financial advisors with mentors in order to learn and practice skills with experienced guidance

Webinar Series

Our webinar series offers members insights and best practices from experienced advisors and industry influencers on relevant business topics.

• The “Hot Topics” Webinar Series features experienced members/advisors sharing insights on pressing issues affecting financial advisors and their businesses.
• The “In the Know” Webinar Series presents best practices on business practices, products, marketing, and sales from industry influencers/educators.
• Both webinar series offer valuable insights to help members stay informed and up-to-date.

Networking Events

Our annual events, including the conference and awards presentations, provide opportunities for members to collaborate, share insights, and celebrate achievements.

• The Annual Conference is a collaborative event organized by members to share insights, recognize contributions, and collaborate.
• The event includes keynote speakers, panel discussions, and workshops on relevant industry topics and trends.
• Annual awards and recognitions are presented to acknowledge member achievements.