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Congratulations on your decision to join ACA!
Process to Join
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Complete the
Membership Application.
Attention Mac Users: You must use "Save As" instead of "Save" to save your application. -
Email, fax, or mail the completed application along with the $250 non-refundable application fee as directed on the application.
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You'll receive confirmation that your application was received within one business day.
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A representative of our Membership Committee will then contact you for a personal interview. If you are accepted, your application fee will be applied toward your first year fees.
- Once you are accepted and all the necessary paperwork is completed, you will immediately receive full access to our members-only online community.
- You will then receive your ACA Success Program materials and be contacted by our Education Coordinator who will help you set an estimated Group Instruction date.
- You will also be contacted by our Success Program Concierge, who will help you set up the details of your training schedule.
Group Instruction
Group Instruction is held periodically throughout the year in Denver, Colorado. Attendance at Group Instruction is dependent on you achieving specific training and practice development goals, which are defined in your interview with our Education Coordinator. Items that factor into your Group Instruction date include:
- Have you sat for the CFP® exam?
- Have you submitted all paperwork to become a Registered Investment Advisor?
- Have you completed an approved tax class?
- Have you successfully completed the Self-Study portion of the program?
- Do you have a basic marketing package in place?
- Have you established a location where you will meet with clients?
- How much time are you devoting to building your practice?
Eligibility Requirements
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Comply with all provisions of the ACA Intellectual Property Policy
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Offer to supervise others who offer holistic financial planning services
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Satisfactorily complete the ACA Success Program*
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Maintain membership in NAPFA with either NAPFA-Registered Financial Advisor or Provisional Member status* (ACA will waive this requirement for applicants holding CPA/PFS designation after 1/1/10)
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Maintain CFP or CPA/PFS designation or educational equivalent as determined by ACA*
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Maintain registration as RIA or RIA Agent with SEC or appropriate state regulatory agencies*
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Disclose to clients and on Form ADV all referral fees paid to third parties
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Actively participate in furthering the goals of the corporation as defined in the Board’s Ends Policies
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Make timely payment of all ACA dues and/or other fees
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Participate in the ACA Benchmarking Survey
*Provisional Member status is available for advisors in the process of completing these requirements.