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Membership Fees & Requirements

Fees

Initial Year: $10,500

  • $250 non-refundable application fee. Upon acceptance, this fee is credited toward the $10,500 initial year's fee.
  • $1,800 is allocated to the first year’s membership dues.
  • $8,700 is allocated to the ACA Success Program training and other one-time contributions. Also included is one ACA Annual Conference registration fee (which must be used within two years).
  • Payable as $4,750 due with signed Payment Agreement & Authorization and $500 per month for the next 11 months.

Second Year: $3,300 or $4,800

  • $1,800 is allocated to membership dues.
  • Based on the progress you make toward your goals, you will be placed in either the Continuing Success ($1,500) or Reaching for Success ($3,000) second-year training program.
  • Payable as $1,500 due at renewal, with 12 monthly payments of either $150 or $275, depending on program.

Third and Subsequent Years: Currently $1800, payable monthly or annually.

 

Eligibility Requirements

  • Abide by ACA Canon of Ethics
  • Adhere to ACA Pledge to Clients
  • Comply with all provisions of the ACA Intellectual Property Policy
  • Offer to supervise others who offer holistic financial planning services
  • Satisfactorily complete the ACA Success Program*
  • Maintain membership in NAPFA with either NAPFA-Registered Financial Advisor or Provisional Member status*
  • Maintain CFP or CPA/PFS designation or educational equivalent as determined by ACA*
  • Maintain registration as RIA or RIA Agent with SEC or appropriate state regulatory agencies*
  • Disclose to clients and on Form ADV all referral fees paid to third parties
  • Actively participate in furthering the goals of the corporation as defined in the Board’s Ends Policies
  • Make timely payment of all ACA dues and/or other fees
  • Participate in the ACA Benchmarking Survey 

*Provisional Member status is available for advisors in the process of completing these requirements.

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