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Individuals who have passed their CFP® exam and are working toward their experience requirement, but do not yet work in a fee-only financial planning firm are eligible for this category of 利记app下载 membership.
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 利记app下载.
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Long-standing 利记app下载 members that are no longer actively working with clients, but want to stay involved with the association are eligible for this category of membership.
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