If you would like to pursue an individual membership, you must meet the below required criteria. If you have any questions or need help with any steps please contact [email protected].

Individual Membership Criteria:
1 - Resume/CV/Bio (5 years of service in Financial Services for eligibility)
2 - Reference Letters from 2 current members
3 - Attendance at 2 events - please contact [email protected] for assistance in signing up for upcoming events
4 - Once these are all completed, the Board will review and approve membership
5 - Once approved, there are yearly Dues - $500

Please note that you do not need to complete a new profile if you are a current or former member.

Thank you!