Student Affiliate
Jump-start your career as a Fee-Only comprehensive financial advisor by becoming a Student Affiliate of NAPFA. It’s the fastest way to become immersed in the issues facing Fee-Only advisors. Student Affiliates may hold this status for up to five years.
Member Benefits
NAPFA Engage: Network with other members using the online member directory; use the discussion forum to post questions, receive answers and stay on top of the issues facing Fee-Only professionals.
NAPFA Events: Register at a reduced rate for in-person conferences to network with NAPFA members and to learn about hot topics impacting the Fee-Only world.
NAPFA Advisor Magazine: Read articles about practical observations, real estate, practice profiles, tax updates and more.
What’s New at NAPFA: Receive monthly updates and resources via NAPFA’s e-newsletter.
NAPFA Member Discount Programs: Get discounts on products and services appropriate for a Fee-Only Advisor.
Applicant Requirements
Applicant must be pursuing a degree or designation that will lead to a career in financial planning. You do not need to be enrolled full-time to be eligible.
Part-time students may be employed by a Fee-Only financial planning firm, but may not work for a commission-earning firm.
Full-time students may be exempt from the above requirement if paid or unpaid employment by a commission-earning firm is in connection with a school related internship program. Exemptions require prior approval by NAPFA’s membership lead.
Annual Dues
Annual dues are $150 for part-time students or $35 for full-time students. If you are a full time student, please email the NAPFA Membership Team to receive the promo code.
In the email, please attach a screen shot of your class schedule in a non-editable format that includes your name on it to ganzec@chalakseir.com.
To Apply for Membership
Your first step towards becoming a NAPFA member is to become a registered user of the NAPFA website (create an account here). Once you have a NAPFA username and password, you can log into the site and begin the application.
Questions about NAPFA membership or the application process? Email the NAPFA Membership Team