Affiliate Types

Click here to download a PDF version of the AAA-CPA Affiliate application.

Affiliate

To qualify, individuals must meet the following requirements:

  1. Be a current member of one of the following:a.   At least one Synergy Summit Group,
    b.   A State Bar, or
    c.   Licensed CPA in at least one state

    AND

  2. Have earned one of the following credentials: ASA, CFP, CFA, AEP,
    ABV, CAP, CVA, CTFA, PFP, PFS, CMA, CIA, CFF, CFE, CGMA, MST,
    LL.M., or Board certified by a State Bar in Taxation of Estate
    Planning.

    First year fees are 50% off.

Educator Affiliate

Individual who teaches or has taught in either the law or accounting department of an accredited college or university.

Graduate Student Affiliate

A graduate student with a focus on accounting or law.

Undergraduate Student Affiliate

An undergraduate student with a focus on accounting or law.