Quad-A Memberships
Discover Our Memberships
The Association of African American Financial Advisors (Quad-A) welcomes qualified individuals in several categories: Advisory, Affiliate, and Student Membership. Membership enables you to participate in several Quad-A member-only activities, educational opportunities, networking, and recognition of your status as an experienced or emerging financial advisory professional.
Did You Know?
If you work for one of our corporate partner, your employer might cover your membership. Check our Corporate Sponsors page to see if your company is listed, and then speak with your supervisor to see if they have that option in place.
Note: All memberships sponsored by a Corporate Partner (activated using a firm-provided code) follow a calendar-year cycle and expire on December 31st of the year they are activated, regardless of the activation date.
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Advisory Level Membership
- Eligible candidates include those who hold or have obtained:
- FINRA (Financial Industry Regulatory Authority) Series 6, 7, 9 & 10
- National Commodities Futures (NFA) Series 3
- Securities Exchange Commission (SEC) Series 63, 65 or Series 66
- Recognized Advanced Degrees or Advanced Certifications:
- MBA
- Ph. D.
- Ed. D.
- CFP® (Certified Financial Planner)
- ChFC (Chartered Financial Consultant)
- PFS (Personal Financial Specialist)
- CIMA® (Certified Investment Management Analyst)
- MFP® (Master Financial Planner)
- Potential members must be engaged in financial advisory or wealth management activities with a significant focus.
- Should maintain substantial contact with individual financial or wealth advisory clients.
Membership approval is subject to the recommendation of the Membership Committee and a vote by the Board of Directors. Currently, only Advisory Members are eligible to be listed in the Quad-A Consumer Financial Planning Directory.
Affiliate Level Membership
- Should have direct involvement in financial planning and/or wealth management activities or employment in financial services, tax, or a legal firm.
- Ideal for individuals who do not meet the requirements for Advisory Membership or choose not to be listed in the Quad-A Consumer Financial Planning Directory.
- Benefits include:
- Access to Quad-A’s extensive resources, including educational materials, industry research, and publications.
- Networking opportunities with professionals in the financial planning and wealth management field.
- Participation in Quad-A events, conferences, and seminars.
- Recognition and affiliation within the Quad-A community.
- Support and collaboration opportunities with fellow members.
- Opportunities for professional growth and development through knowledge exchange and engagement.
Subject to the recommendation of the Membership Committee and a vote by the Board of Directors.
Student Level Membership
Cost: $0 Annually
- About this Membership Level:
- The Student Membership is designed for individuals who are currently enrolled in an undergraduate or master’s program in Planning, Business, Finance, Law, Tax, or Accounting, or who have graduated within the past 18 months from an accredited institution of higher learning.
- To qualify, applicants must:
- Be currently enrolled in an eligible undergraduate or graduate program, or have graduated within the past 18 months.
- Provide proof of enrollment or recent graduation when completing the application.
- Membership Benefits:
- Access to resources and information relevant to financial planning, finance, law, tax, and accounting.
- Networking opportunities with industry professionals and fellow student members.
- Participation in Quad-A events, conferences, and seminars.
- A seamless transition pathway to Advisory or Affiliate Membership upon graduation.
- Continued mentorship, guidance, and community support from Quad-A during your academic and early professional journey.
Important Note:
Upon completing their undergraduate or graduate degrees, Student Members are required to reapply for membership under the appropriate category (Advisory or Affiliate).
Subject to the recommendation of the Membership Committee and a vote by the Board of Directors.