Benefits of Membership

When you become an ACA member, you join a community of advisors who share your values, your vision and are committed to your success - however you define it.

Our focus is on leveraging the knowledge and experience of the group to help each individual member achieve his or her goals. To learn more about the many features of ACA membership continue reading or download a PDF of the ACA brochure.

Systems
Tools
Training
Community Support

ACA is the only place you'll find the ACA System™, the proven business model for growing a profitable holistic financial planning practice. The ACA System™ can be easily implemented into your practice, saving you the time and money normally associated with a start-up business.

The ACA System™ rejects the traditional approach to financial planning (including the financial plan document and asset allocation models developed for institutional investors) and instead places emphasis on the needs, including taxes and personal real estate, of real people. It packages these services to be profitable for both the advisor and the client.

Read about the foundation of the ACA System™ - the Core Concepts.

ACA Core Tools
You receive a set of spreadsheets and documents designed to be used right in front of your clients - and your clients will actually understand how they work!  ACA Core Tool Samples

Resource Library
Your days of reinventing the wheel are over. Our library is a treasure trove of member-shared and ACA-designed documents, spreadsheets, seminars, and more.  It also includes our complete collection of recorded annual conference sessions, conference calls, and web conferences, ready for playback at your convenience.  

Web Brochure
Our Web Brochure program can help you establish a professional web presence in a minimal amount of time and at no additional cost. Sample Web brochures

Suggested Funds List
Save even more time when you use this list of screened no-load mutual funds and ETFs as the starting point for your investment recommendations. Covering both active and passive funds, it's been researched and recommended by a team of your colleagues.

Financial Focus
This newsletter is written by ACA members for the clients and prospective clients of ACA members. It contains timely articles and features ready for you to customize and send to your mailing list. Financial Focus Archive

Discounts on Third-Party Services and Products
The savings continue to add up when you use these third-party discounts on the services and products proven most helpful to fellow members.

The ACA Success Program - our proprietary financial advisor training program - prepares new and established advisors for success using many formats: self study, classroom instruction, computer lab work, coaching and mentoring, case study exercises, conference calls, web conferencing, and role playing. The ACA Success Program Quick Reference Guide provides an overview of each module.

The two-year training program presents a wealth of information on the key topics necessary to build a successful practice - marketing, practice management and the ACA System™.

This comprehensive training program ensures you’ll be thoroughly grounded in the ACA System™ so you are fully prepared to grow your profitable holistic planning practice. It offers a great deal of flexibility so you can:

• Work at your own pace to master the materials. 
• Start generating revenue immediately, even while you are completing the training program.
• Access multiple training approaches to ensure that you connect with your learning style and schedule.
• Build on what you already know.

Registration is currently open for our December 2010 financial advisor training group. 

ACA members are in business for themselves but not by themselves. Their shared philosophy and similar practice styles lead to high levels of communication and sharing. As an ACA member you will have access to more than 150 virtual partners to answer questions, brainstorm, and provide encouragement and guidance.

Active Online Community
Tap the collective "brain trust" of your fellow members to receive timely support on a pressing matter. Or mine the archive of past postings for practice management and client issue gems.

Special Interest Groups
Hone your skills when you join a software user group, a niche market group, or one of our other advisor-led special interest groups.

Annual Conference
Maintain your edge with the most innovative ideas and solutions appropriate for your practice while nurturing relationships with your peers. The 2010 ACA Annual Conference will be held October 20-24, 2010 in Scottsdale, AZ.