The Alliance of Comprehensive Planners provides a variety of benefits for all types of members. See below for a detail of benefits per membership type. For more information on the ACP System™ and our training program, click here.
* All new members will be considered Provisional Members until membership requirements detailed in attestation form are completed.
Provisional members may not be elected or appointed to the board. Provisional members may not be listed in the “Find an
Advisor” section of ACP website.
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Membership
Benefits
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Certified
Membership
Investment: $3,300
paid annually or monthly
$250 application fee
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Requirements
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| Training |
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Self-Study Modules
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Self-Study is the first step in your training and is available in electronic form on ACPConnect. ACP suggests you read through the modules in chronological order, completing each quiz as you go. Email the quiz(zes) to your ACP Member Concierge who will grade and return them, as well as inform you of available CE credits. You may choose to do the Bennett Case Study assignments that pertain to each chapter as you go along or later in your training. |
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Compliance
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As part of the membership fee, ACP offers several programs to help our members stay current on compliance matters. |
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Continuing Education Opportunities
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CFP Board of Standards Sponsor, NASBA CPE Sponsor, IRS Accepted Provider, NAPFA CE credits (varies by session) |
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ACP Annual Conference Registration
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ACP Members will receive one complimentary Annual Conference registration during their first year of membership. |
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Marketing Support
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Just as you have invested (and will continue to invest) time and energy into gaining the knowledge and developing the skills to be an effective financial advisor, you will also need to invest time and energy into learning about marketing and building relationships. It’s a job that never ends. When you are opening your practice, it takes 100% of your time. When your practice is self-generating, it will take approximately 15% of your time. ACP gives you several tools to market yourself and your business. |
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Live Group Instruction
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The Live Group Instruction component of the ACP Success Program helps you become a more successful financial planner by reinforcing the skills needed to communicate the value you provide and by building your confidence in a variety of client scenarios. |
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Mentoring
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New members will be matched with seasoned ACP members who have similar backgrounds, areas of interest, and who have experienced similar pain points. This relationship is a cornerstone of ACP's philosophy and a unique component of our membership |
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ACP Tools
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ACP Pyramid
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A proprietary tool, The ACP Pyramid portrays your client’s entire investment picture at a glance, and your clients will enjoy seeing their net worth. |
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Fee Calculator
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| Cost Benefit Analysis |
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| Discounts on Software, Compliance Support, & Services |
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Community
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| Listing on Find An Advisor |
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Access to Members Only Website
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ACP’s award-winning online community, ACPConnect, puts you in direct contact with your colleagues in the fee-only financial community. Here you can find mentors and experts, and create the relationships in your industry that will help you succeed. |
| Career Development Webinars |
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Discussion Forum Full Access
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| Libraries |
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