Transition Into a Financial Planning Career with Alliance of Comprehensive Planners

ACP – Career Transition Specialist

Get into the business of fee-only financial planning with ACP. Our association provides the tools you need to build your ideal practice using the ACP System as the blueprint to success. Begin this exciting career change with the support of a network of fee-only financial planners who are just a click away. With ACP, even sole practitioners are never alone.

ACP is for you if:

You want personal relationships with your client
You truly want to do financial planning, not just pitch sales
You are interested in your client’s overall financial health (not just their portfolio)
You want to work with a specific clientele
You are interested in a flexible, customizable system for your practice
You are ready to take control of your career
ACP’s Tools to Success

Network of Mentors

With ACP, you have more than 150 fee-only financial planners who act as mentors, coaches, and soundboards for your goals, challenges, and triumphs. Once you become a member, our New Member Concierge pairs you with a successful ACP advisor. With their guidance and our proven plan, you don’t have to learn lessons the hard (and expensive) way. Our members have decades of experience that you can access through our award-winning advisor website, ACPConnect. Here you will find thriving online forums, file libraries, and the BrainTrust, a stockpile of useful documents to fee-only planners.

Continuing Education

Get ahead of the learning curve with a system that works—for you and your clients. As a new member, you will receive training in the ACP System™, learning everything from client acquisition to estate planning. The learning modules include:

Administrative issues
The Preliminary Appointment
The Presentation Appointment
Successful Marketing
Integrating Taxes into Your Practice
Portfolio Analysis
Investments
Insurance Review
Estate Planning
Record Keeping & Cash Flow
Goals Visualization
Paid First Appointment
The Renewal Years

Members also get exclusive access to webinars to earn CE credits.

Annual Conference

Combining networking and education, the annual conference is a multi-day event that connects fee-only financial planners from across the U.S. This is your opportunity to learn from top-notch speakers, build on your growing knowledge of financial planning, and to develop relationships with planners with various areas of expertise. Our members have backgrounds in software, investment banking, corporate America, and the law. This diversity is always most apparent at the conference. Check out photos from the 2013 ACP Conference and Special Event!

Take the first step to your new career by completing the online Membership Inquiry Form. Arlene Moss, ACP’s Members Resources Coordinator, will contact you about your next steps to becoming an ACP member. If you have any questions, contact ACP at 910.769.1569, or email membership@acplanners.org.