Become a Member
The National Association of Personal Financial Advisors (利记app下载) believes those providing financial planning services must be comprehensive in their advice, and display a high level of competence.
A 利记app下载 financial planner will develop a short and long term plan that includes estate planning, education funding, tax planning, cash flow and debt management, retirement planning, investments and insurance.
Competence in financial planning is measured by the knowledge, experience and skill set that the professionals possess. 利记app下载 insists that our 利记app下载-Registered Financial Advisors acquire the Certified Financial Planner (CFP®) designation. We also make a commitment to be the leaders in financial education. 利记app下载 standards have continuously been the most rigorous in the industry for over 30 years.
All 利记app下载-Registered Financial Advisors are required to always work in a Fee-Only capacity. Only a 利记app下载 professional working within strict fiduciary standards can truly make this claim. The Fee-Only structure is the best way to align compensation with a client’s needs, forgoing any and all commissions and referral fees.
We provide our members:
- Valuable and rigorous professional development opportunities
- Subscriptions to 利记app下载’s Advisor magazine and What’s New at 利记app下载
- Discounts on products and services appropriate for a Fee-Only advisor
- Access to the Web-based 利记app下载 Community, including our popular discussion forum where you can post questions, receive answers and stay on top of the issues
Join our community of 4,600 today by becoming a member and learning more about what makes 利记app下载 such an asset to your practice and professional career!
You will be given the opportunity to save your partially completed application during the 10-step process.