Corporate Member
NAPFA’s Corporate Firm category is designed to complement, not replace, the NAPFA-Registered Financial Advisor credential. Members in a Corporate Firm are either NAPFA-Registered Financial Advisors or Corporate Professionals. Each Corporate Firm must have at least one principal/owner who is a NAPFA-Registered Financial Advisor and additional NAPFA-Registered Financial Advisors based on the number of Corporate Professionals.
Benefits included in Corporate Membership
- The opportunity to share a detailed description of your company with thousands of potential clients who visit NAPFA’s Find an Advisor search platform. This also includes a web-link back to your site.
- NAPFA-Registered Financial Advisors and Corporate Professionals are included in the firm’s Find an Advisor search platform listing. Each member is encouraged to create a profile and highlight his or her role in the firm.
- Hundreds of media requests annually can be sent directly to members within the firm, or funneled to one person.
- Discounted member pricing for all NAPFA educational and marketing related offerings.
- Full access to the "Members Only" areas of www.napfa.org, including the popular Discussion Forum.
- Corporate Firm and Fee-Only logos to proudly display on electronic or printed marketing materials.
- Access to discount programs including group long term disability, dental and vision insurance.
NAPFA’s Corporate Firm membership addresses the needs of a multiple advisor financial planning company. It gives owners an opportunity to show potential clients the unique offerings of the firm while providing professional growth resources for key employees. Take a look at the Corporate Firm application today.
