What We Do

What Do Members Do?

NAIFA Advocates at the State & Federal Levels

When funds need to be raised in government, politicians turn to the tax code to find revenue. NAIFA advocates at both the state and federal level on issues that affect the well-being of both your clients' assets as well as your own advisor business.  NAIFA membership is the best insurance you can buy to protect your business.

NAIFA Members Educate Consumers

Every day NAIFA members work one-on-one with consumers to educate them about budgeting, savings and investment options, and more. NAIFA members also participate in community service work to provide financial literacy courses and/or volunteer time to help community organizations increase their understanding of the journey to financial security.

NAIFA Members Create a Community that Cares

NAIFA members help each other to be the best advisor possible. Study groups, mentorships, and accountability groups are regularly formed within NAIFA.

NAIFA Members Provide Peer-to-Peer Education

NAIFA members regularly speak and write about their specialty areas for the benefit of the greater group. Whether at the local or state chapter level, or for the benefit of all of NAIFA Nation through webinars or Apex, members are expected to participate in and provide peer-to-peer education.

NAIFA Members Serve Clients' Best Interests First

NAIFA members are listed and promoted on the consumer site www.financialsecurity.org. Consumers know working with a NAIFA member means working with professionals who adhere to the highest standards in the industry.