Benefits of Membership
First
Affirmative Financial Network invites you to be a part of our
nationwide community of investment professionals. We offer a unique
package of benefits to help you better serve the growing market of
green investors. These benefits include access to the most
comprehensive suite of SRI-oriented resources available anywhere,
at deeply discounted prices.
Three levels of membership are available, depending on your professional relationship with First Affirmative.
2012 Membership Benefits Overview
Subscription to the Greenvestment Resource Center:
- $995 per year
- No Selling/Solicitor's Agreement required
- Visit Greenvestment Resource Center to view benefits
Selling Level Members:
- $1,350 ( $1,450 after January 31, 2012)
- Selling/Solicitor's Agreement required
- Selling Members receive all benefits of a subscription to the Greenvestment Resource Center, PLUS these additional benefits:
Professional and Educational Benefits
- 2012 Conference Incentive Plan, expense reimbursements based on assets under management
Publications
- First Affirmative's Quarterly Publications, Affirmative Thinking and Market Commentary
Marketing Support
- Profile on our website
- First Affirmative generated investor leads
- Marketing materials
- Use of First Affirmative's marketing banners for conference and events
IAR Level Members:
- $2,085 ( $2,225 after January 31, 2012)
- Advisor identified on First Affirmative ADV and works under our RIA; First Affirmative compliance and supervision; must carry AIF® designation)
IAR Members receive all GRC and Selling Member benefits, PLUS these additional benefits:
Professional and Educational Benefits
- Annual AIF® Designation Fees Paid
- SIF Director Listing as "IAR, First Affirmative"
Marketing Support
- Use of First Affirmative IAR Logo
- Up to 4 State Listings in "Find an Advisor" section of this website
Special Business Services
- State Registrations and E&O Insurance
- Business Cards
- Customized Stationary and Envelopes
If, after reviewing this information, you have any further questions regarding the 2012 Membership Invitation, please contact Danielle Burns at danielleburns@firstaffirmative.com or 877.542.8583. Danielle and the rest of the First Affirmative team look forward to helping you make the most of your membership.