Academic Affiliate
Benefits available to Academic Affiliates
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Easy access to trends and hot topics impacting the growing world of Fee-Only comprehensive financial planning firms
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A subscription to the NAPFA Advisor and Waht's New at NAPFA
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Reduced registration fees for NAPFA's acclaimed conferences - recently named number one in satisfaction among Fee-Only advisors and Cutting Edge Webinars
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Access to the web-based NAPFA Community, including our popular Discussion Forum where you can post questions, receive answers and stay on top of the issues facing fellow professionals
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Discounts on products and services appropriate for a Fee-Only advisor
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Support via the web-based NAPFA Library Room with hundreds of articles, templates and forms
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Educational sessions via teleconferences and webinars
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The Online Membership Directory makes it easy to contact other members from around the country
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The opportunity to network with like-minded professionals
Eligibility Standards for Academic Affiliates
A faculty member in a financial planning program (or other related field) at an accredited institution of higher learning is eligible to be an Academic Affiliate. Full and part-time professors and instructors leading formal in-person and/or online classes may apply.
Educators who are also employed by a financial services firm must include Form ADV Part II and Schedule F and must meet the NAPFA definition of Fee-Only. Academic Affiliates must not imply NAPFA membership in any manner.
Dues: $150 Complementary for CFP Program Directors
