Membership Eligibility

Membership Requirements

NEW Associate Membership: A financial service professional who is recommended by a regular member in good standing and who meets any of the following criteria:

  • Has a minimum of 5 years’ experience in a financial-services-related field (such as life insurance, risk management, accounting, estate planning, financial planning, retirement planning, actuarial sciences, charitable planning, trust management, wealth accumulation planning, etc.)
  • Is enrolled in an educational program leading to attainment of one of the credentials/degrees meeting the eligibility requirements of regular membership
  • Holds a Series 6, 7, 63, 65, or 66 securities license.

Regular Membership: an individual must hold one of these designations or degrees: AEP®, CASL®, CEBS®, CFA®, CFP®, ChFC®, CIMA®, CLF®, CLU®, CPA, CPC, CPCU®, CTFA, Enrolled Actuary, JD, RICP, Graduate degree in Financial Services (MBA, MS, MSFS, MSM, PhD), REBC®, and RHU®).

Retired/Disabled: Members who consider themselves retired AND (a) attained 65 yrs. of age and a minimum of 15 yrs. Membership; or (b) their attained age and yrs. of membership add up to 80 or greater. A person who is retired due to a total disability can apply for Disabled membership. Evidence must be submitted that he/she is receiving total disability benefits from a private carrier or Social Security. The requirement for a minimum of 15 years of membership is waived for disabled applicants. Retired members are not included in the Consumer Referral Service.

Young Professionals: an individual must meet eligibility criteria of Regular membership and be age 40 or younger.

Professor Status:  an individual must be a full-time professor at an accredited educational institution.

Student (Restrictions apply): Full time undergraduate students in a degree program at an accredited college or university. National dues provide for Web benefits only.


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