Benefits of Membership

When you become an ACA member, you join a community of advisors who share your values, your vision and are committed to your success--however you define it. Our focus is on leveraging the knowledge and experience of the group to help each individual member achieve his or her goals. To that end, you receive:

Systems & Training

The ACA Success Program--you will get the tools you need to build an efficient, client-centered practice. Our training program covers administrative systems, marketing systems, time management systems, computer systems and - of course - the Cambridge System™, our unique approach to holistic financial planning.

The 3-Month Quick Start Checklist will help you identify and prioritize all the things involved in getting your new or renewed practice off the ground.

Concierge Service--have a question? Call our Success Program Concierge who will quickly direct you to the answer you need.

Professional Coaching - your compliance, marketing and practice management challenges will be much easier when you take advantage of coaching opportunities with our team of experts.

Mentoring - when your first client is coming in and you're not sure what to do, there's no need to panic. Your mentor (an ACA member with an established practice) guides and supports you through all the appointments with your first "Cambridge System™" client.

Visiting Advisor Program--put your training to work and learn from the best when you spend time in another member's practice.

Practice Templates

Document Library--your days of reinventing the wheel are over. Our library is a treasure trove of documents, spreadsheets, seminars and more.

Media Library--you'll never miss a step knowing that recordings of annual conference sessions, conference calls, and web conferences are available for playback at your convenience.

Quarterly Directed Portfolio--save even more time when you use these no-load mutual funds and other investment options. Each has been researched and recommended by a team of your colleagues.

Financial Focus --another tool to make your life easier. This is the newsletter by ACA members for clients of ACA members. Timely articles and features, ready for you to customize and send to your mailing list.

Discounts on third-party services and products--the savings continue to add up when you use these third-party discounts on the services and products proven most helpful to fellow members.

Instant Collaboration Network

Discussion Forum--mine the archive of past postings for practice management and client issue gems or receive time-critical support on a pressing matter.

Special Interest Groups--hone your skills when you join a software user group, a niche market group or one of our other advisor-led special interest groups.

Annual Conference--maintain your edge with the most innovative ideas and solutions appropriate for your practice, while nurturing relationships with your peers.

You can learn more by reading about The Cambridge System™, viewing our e-brochure, and completing our Membership Inquiry Form.