Affiliate LEVEL MEMBERSHIP

Criteria for Affiliate Level Membership:

- Direct involvement in financial planning and/or wealth management activities or employment in financial services, tax, or a legal firm.

- Individuals who do not meet the requirements for Advisory Membership or choose not to be listed in the AAAA Consumer Financial Planning Directory.

- Subject to the recommendation of the Membership Committee and a vote by the Board of Directors.

About the Affiliate Level Membership

AAAA values the diverse range of professionals involved in financial planning and wealth management activities for clients. We recognize that there are individuals whose occupations involve indirect participation in financial planning and/or wealth management activities or who work as employees within financial services, tax, or legal firms. While these individuals may not meet the specific requirements for Advisory Membership, they are still eligible for a distinct category of membership known as Affiliate Membership.

Affiliate Membership provides an opportunity for these professionals to be part of the AAAA community and benefit from the resources, networking opportunities, and industry insights offered by the organization. Through the Affiliate Membership category, AAAA seeks to provide a platform for recognition and collaboration among these individuals. This membership category acknowledges the value and contribution of individuals who may not hold specific certifications or qualifications but are actively engaged in financial planning and wealth management roles.

To be considered for Affiliate Membership, individuals need to meet the eligibility criteria established by the AAAA. The application process involves a thorough review conducted by the Membership Committee, which carefully evaluates each candidate's qualifications, experience, and professional standing within the financial services, tax, or legal industry.

Benefits of Affiliate Membership:

- Access to AAAA's extensive resources, including educational materials, industry research, and publications.

- Networking opportunities with professionals in the financial planning and wealth management field.

- Participation in AAAA events, conferences, and seminars.

- Recognition and affiliation within the AAAA community.

- Support and collaboration opportunities with fellow members.

- Opportunities for professional growth and development through knowledge exchange and engagement.

AAAA's Affiliate Membership offers individuals engaged in financial planning and wealth management activities, or working in related firms, a platform to connect, learn, and collaborate with like-minded professionals.