This level of membership is for full and part-time students in pursuit of a degree or designation in financial planning, as long as they are not employed with a commission-earning firm. Student Affiliates have access to all materials published by NAPFA; the opportunity to network through NAPFA’s local study groups, virtual communities and online discussion forums; receive member pricing on webinars and further discounted student pricing on conference registrations.
· If employed by a Financial Services firm, maintain the firm's current ADV on the SEC's IAPD website for review.
· Agree to follow the Fiduciary Oath at joining and every renewal
· Provide a current course schedule or a letter from your registrar office, on University letterhead, confirming enrollment
The fee to join as a NAPFA Student Affiliate is $150.00.
If you are a full-time student in a degree program at an accredited university you may be eligible for the discounted Full-Time Student rate of $35. Full-time students should contact firstname.lastname@example.org for a promo code.