AAAA Membership Benefits

AT AAAA, OUR VISION IS CLEAR:

We aspire to equip every Black/African American (B/AA) family in America with a robust financial plan to help chart their futures. But why is this so imperative?

Empowered Futures

Boosting the US Economy

Breaking Generational Cycles

Redefining the Financial Landscape

Our vision is not just about transforming the financial futures of B/AA families; it's about shaping the destiny of an entire nation. For in the success of B/AA families, America finds its success, setting the stage for a more inclusive, prosperous, and resilient economy for all.

We stand proud with a nationwide presence across 42 states, and boasting a robust network of 8,886 dedicated licensed financial professionals. Our dynamic and transformative initiatives, including Regional and National Conferences, the Women Impact Initiative Network (WIIN), Next-Gen Engagement Program, AAAA's Internship Program, Financial Professional Development Program, and the SIE Program, are at the vanguard of charting paths to financial success and empowerment.

42 8,886 States Licensed B/AA Network

Highest Concentration of Advisors Lowest Concentration of Advisors

Heatmap

of AAAA’s Nationwide Financial Advisor Network

Membership Benefits

Association of African American Financial Advisors

Membership Benefits Student Member Affiliate Member Advisory Member Complimentary Conference Registration X X X AAAA Workshops (in-person or webinar) Annual CFP Scholarship X X X AAAA Newsletters X X X Next Gen Talent Program X X X AAAA Membership Directory X X X AAAA’s Monthly Newsletter for Best Practices for B/AAs X Continuing Education Credits X AAAA Media Opportunities X Financial Professional Development Program (FPDP) X Strategic Partner Discounts X X Find An Advisor Portal X

Partner Complimentary Membership

Affiliate Member

Any individual whose occupation is directly involved in financial planning and/or wealth management activities, or is an employee of a financial services, tax, or legal firm, but who does not meet the requirements for Advisory Membership, or chooses not to be listed in the AAAA Consumer Financial Planning Directory, shall be eligible for Affiliate Membership in AAAA.

MEMBERSHIP BENEFITS

Get exclusive access to AAAA member-only events.

Expand your circle with incredible networking opportunities.

Take advantage of an annual scholarship that puts you on the path to earning your CFP® designation.

Coaching and training through the AAAA Financial Professional Development Program.

Keep up-to-date with continuing education credits to stay ahead of the curve.

Complimentary Access to Regional Networking Events and Annual V.I.S.I.O.N Conference

Partner Complimentary Membership

Advisory Member

AnAdvisoryAAAAmemberisanyCFP®,ChFC,CFA,PFS,holderofFINRASeries65,orSeries66,whoissignificantlyengaged infinancialadvisoryand/orwealthmanagementactivities,andhassignificantcontactwithanindividualfinancialand/or wealthadvisoryclient.

MEMBERSHIP BENEFITS

Access to the 'Find An Advisor' Portal

Business Development Opportunities.

Get VIP treatment with exclusive access to AAAA member-only events.

Expand your circle with incredible networking opportunities.

Benefit from expert coaching and training through the AAA Financial Professional Development Program

Coaching & Mentorship Opportunities for Next Gen. Talent Program

Keep up-to-date with continuing education credits to stay ahead of the curve.

Complimentary Access to Regional Networking Events and Annual V.I.S.I.O.N Conference

Find An Advisor Portal

Available for Advisory Members Only

The 'FindAnAdvisor'Portal is an invaluable tool for Black/African American financial advisors. This platform connects advisors with over 562potentialclientseverymonth who are specifically looking for advisors who share their background and experiences.

This means that you have the unique opportunity to reach a highly targeted audience and showcase your services to those who are actively seeking a financial advisor who understands their unique needs and cultural nuances. By listing on this portal, you can increase your visibility, grow your client base, and make meaningful connections with those who are seeking the kind of expertise and support that you can offer. Join today and see the difference it can make for your career!

560 +

Client Inquiries Per Month

62% of Advisory members receive Referrals

35 - 44 Prospects Average Age

AAAA Regional + National Conference Dates

AAAA Regional Conference (1.5-Days)

Location: Dallas, TX

Date: March 27th-28th, 2024

Women’s Impact Initiative Network (WIIN) Regional Conference (1.5-Days)

Location: Chicago, IL

Date: June 19th-20th, 2024

AAAA Annual V.I.S.I.O.N. Conference (3-Days)

Location: Washington, D.C.

Date: September11th -13th, 2024

AAAA Virtual Diversity Summit

Location: Remote

Date: December 5th, 2024

Financial Professional Development Program

Association of African American Financial Advisors

Financial Professional Development Program

The Financial Professional Development Program is a six-week course designed to help financial advisors develop the key strategies for growing their businesses and managing their clients.

The program is free for AAAA Members and covers various important topics, including Asset Management Strategies, Risk Management Strategies, Estate Planning & Trusts Strategies, Banking & Credit Strategies, Fundamentals in Communication, Prospecting & Leadership Training, and Advanced Business Planning Strategies for Experienced/Branded Financial Advisors.

KEY PERFORMANCE INDICATORS

Increase in Particiapation

100+ advisors participated in the FPD Program in 2023, a 1000% increase from the number of advisors that were touched in 2022.

Participant Challenges

The greatest challenge advisors face is business development. Through surveyes we found that Advisors lacked the skills to upscale their business.

Key Insights

The advisors typically lacked a strong network, i.e. Centers of Influence, Mentors, and business development partners like wholesalers

KEY PERFORMANCE INDICATORS

We observed a 23% average growth in Assets Under Management and a 25% growth in revenue YoY. The participant demographics showed men at 64% and women at 36%. Furthermore, 35% of these advisors were branded, while the majority, 65%, were RIA/ Independent Advisors. Participant' feedback has been overwhelmingly positive: we've successfully aided advisors in managing assets worth over $2 million, offered clear and direct guidance, and consistently provided unparalleled support.

35% 35% BRANDED BRANDED