Click here to download a PDF version of the AAA-CPA Affiliate application.
To qualify, individuals must meet the following requirements:
- 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
- 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
First year fees are 50% off.
Individual who teaches or has taught in either the law or accounting department of an accredited college or university.
A graduate student with a focus on accounting or law.
An undergraduate student with a focus on accounting or law.