We see you. We are you.
We make your success our priority.
BENEFITS OF MEMBERSHIP
AAAA Member Benefits Include
The ability to engage in dialogue with peers who can share a diverse perspective that may help to advance your career and business. Networking opportunities with like-minded African American professionals who understand distinct opportunities that can help you stand apart in a very competitive environment.
Professional development through monthly webinars that include eligibility of CFP® Continuing Education credits, and an annual scholarship toward earning your CFP® designation
Regional Networking Events, and an Annual Conference
Membership Directory, Online Community Forum, and Job Posting Board
Showcase your firm and services on the AAAA Consumer Financial Advisor Finder portal*
The Financial Advisor Finder is limited to those in good standing and who possess the following designations and licenses: CFP®, ChFC, PFS, CFA, Series 65, Series 66.
PREMIER PARTNER DISCOUNTS
COPYTALK. $15 off the monthly fee. Adjusting the normal price from $84.95 to $69.95 per month.
DALTON EDUCATION. 2 CFP Scholarships annually. AAAA Awardees are required to purchase their books from Dalton, and receive up to $3000 financial aid for courses. 10% discount on all courses, including CFP and SEI.
INVESTMENT NEWS. Receive a discount to all Women Advisor’s Summits; All AAAA members receive $50 off any event ticket price.
MONEYGUIDE PRO. $300 discount off any software platform plan
RISKALYZE. 15% discount on service. 20% discount for VISION conference attendees.
What is AAAA Doing for You?
Working with sponsoring firms to increase demand for, and inclusion of African American financial professionals in key decision roles
Support for the Millennial, Generation X, Baby Boomer, and Silent Generation African American Financial Professional
Improving the African American community’s wellness through financial literacy and planning initiatives
Association of African American Financial Advisors (AAAA) welcomes qualified individuals in several categories including Advisory, Affiliate, and Student Membership. Membership enables you to participate in several AAAA member-only activities, educational opportunities, and networking events in addition to recognition of your status as an experienced or emerging financial advisory professional.
Any CFP®, ChFC, CFA, PFS, holder of FINRA Series 65, or Series 66, who is significantly engaged in financial advisory and/or wealth management activities, and has significant contact with an individual financial and/or wealth advisory client. Membership may be subject to the recommendation of the Membership Committee and vote of the Board of Directors. Presently, listing in the AAAA Consumer Financial Planning Directory is limited to Advisory Members.
Any individual whose occupation is directly involved in financial planning and/or wealth management activities, or is an employee of a financial services, tax, or legal firm, but who does not meet the requirements for Advisory Membership, or chooses not to be listed in the AAAA Consumer Financial Planning Directory, shall be eligible for Affiliate Membership in AAAA, subject to the recommendation of the Membership Committee and vote of the Board of Directors.
AAAA offers Student Membership to full time students in an Undergraduate Business School or in a Master’s Degree program in Business, Finance, Law, Tax, or Accounting. The Student Member’s annual dues are 50% of the Affiliate Member until completion of his/her undergraduate and/or graduate degree. At the end of completion of his/her undergraduate and/or graduate degree, Student Members will be required to reapply as Advisory or Affiliate Members under those defined guidelines.
Individuals may become Student Members of AAAA after completing the online application and subject to the recommendation of the Membership Committee and vote of the Board of Directors.