On this page you will find basic information on how to become a member of our association. If you are a financial adviser, your business is in line with our standards, and you are interested in acting under the name of our association, then you will essentially need to complete the steps below:
- Contact our office and inform them that you are interested in becoming a member of our community.
- Fill out a membership application form, which you will receive promptly after you contact us.
- Provide documents attesting to your financial advisory experience, your CV, or any other certificates you have that demonstrate the quality of your work and experience
- Wait for the approval of our admission committee
- Pay the membership fee
Note: Reviewing your application is a process that can take between 4 and 6 weeks from the time you submit your application and provide all required documents. In order for all committee members to verify your qualities and expertise, you may be contacted during this process with requests to provide certain information or to clarify certain information. Once the review has been completed, you will receive information from the Panel regarding your approval for membership.
If you have any questions, please contact membership@efa-association.org. We look forward to welcoming you into the community!
