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Membership Categories
Here's where you'll find an in-depth explanation of our six levels of membership and affiliations. We hope you will find a level that is right for you and your experience. Click here for an a quick overview of Membership Benefits & Requirements.
NAPFA-Registered Financial Advisor
This top 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 evidence showing that you can take a comprehensive approach to financial planning. NAPFA-Registered Financial Advisors participate in the (Find An Advisor) Consumer Referral System and benefit the most from our public relations outreach.
This top 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 evidence showing that you can take a comprehensive approach to financial planning. NAPFA-Registered Financial Advisors participate in the (Find An Advisor) Consumer Referral System and benefit the most from our public relations outreach.
Provisional Member
This membership category is geared towards individuals with a broad based advanced education in financial planning, but less than three years of comprehensive planning experience. Applicants must offer comprehensive planning services and submit evidence showing that they can take a comprehensive approach to financial planning. Provisional Members are invited to participate in the (Find An Advisor) Consumer Referral System.
This membership category is geared towards individuals with a broad based advanced education in financial planning, but less than three years of comprehensive planning experience. Applicants must offer comprehensive planning services and submit evidence showing that they can take a comprehensive approach to financial planning. Provisional Members are invited to participate in the (Find An Advisor) Consumer Referral System.
Sustaining Member
Some long-standing NAPFA members are no longer actively working with clients, but want to stay involved with the association. They’re either retired or scaling back and aren’t interested in the (Find An Advisor) Consumer Referral System or Media Requests. Sustaining Members do not have a Continuing Education requirement. It is not possible to join NAPFA as a Sustaining Member.
Some long-standing NAPFA members are no longer actively working with clients, but want to stay involved with the association. They’re either retired or scaling back and aren’t interested in the (Find An Advisor) Consumer Referral System or Media Requests. Sustaining Members do not have a Continuing Education requirement. It is not possible to join NAPFA as a Sustaining Member.
Financial Services Affiliate
To enter NAPFA at this level you must be a Fee-Only professional in a financial services or related industry in the United States who is not otherwise eligible for any category of NAPFA membership.
To enter NAPFA at this level you must be a Fee-Only professional in a financial services or related industry in the United States who is not otherwise eligible for any category of NAPFA membership.
Academic Affiliate
CFP Program Directors are eligible for a complimentary Academic Affiliation with NAPFA. 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 firm.
CFP Program Directors are eligible for a complimentary Academic Affiliation with NAPFA. 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 firm.
Student Affiliate
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 NAPFA. It’s a great way to get involved in the world of Fee-Only comprehensive financial planning.
Annual dues: $100 for part-time students or $35 for full-time students.
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 NAPFA. It’s a great way to get involved in the world of Fee-Only comprehensive financial planning.
Annual dues: $100 for part-time students or $35 for full-time students.
