Benefits of Membership

Benefits-of-MembershipFirst Affirmative Financial Network invites you to be a part of our nationwide community of investment professionals who work with clients seeking to invest in a more healthy and transformative manner-who are looking to make money and have a positive impact with their money.

We are pleased to offer you a unique package of benefits and resources designed to help you better serve the growing market of socially conscious investors.  And we are delighted to be able to offer you these valuable resources at deeply discounted prices.

Two levels of membership are available, depending on your professional relationship with First Affirmative.

2016 Membership Benefits Overview

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Selling Level Members:

  • Subscriptions starting at $950
  • Selling/Solicitor's Agreement required

Professional and Educational Benefits

  • 2016 Conference Incentive Plan, expense reimbursements based on assets under management
  • Quarterly Mutual Fund Due Diligence Summary
  • Complimentary Admission to The SRI Confernece and Investing for Impact events
  • And More

Online Tools and Services

  • fi360 Tools for Reserach and Anaylsis
  • IW Social Advisor
  • ISS Proxy Exchange Database

Publications

  • First Affirmative's Quarterly Publications, Affirmative Impact, Market Commentary and Economic Commentary
  • Finanical Advisor Magazine
  • The Nation
  • And More

Marketing Support

  • Profile on our website
  • First Affirmative generated investor leads
  • Marketing materials
  • Use of First Affirmative's marketing banners for conference and events

Special Business Services

  • Discounted Licenses for: MoneyGuide Pro, FP Transitions, GoalGami Pro and Wealthtrace

IAR Level Members:

  • Subscriptions starting at $1780
  • Advisor identified on First Affirmative ADV and works under our RIA; First Affirmative compliance and supervision; must carry AIF® designation)

IAR Members receive all 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

NOTE: Additional discount pricing may be available. Contact Danielle for more information.

If, after reviewing this information, you have any further questions regarding the 2016 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.

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