Member Categories

Professionals in the following fields are eligible to join, provided the criteria in our enlistment guidelines are fulfilled.

•        Officer Representatives of Trust Companies

•        Attorneys

•        Certified Public Accountants

•        Chartered Life Underwriters

•        Chartered Financial Consultants or Certified Financial Planners

•        Chartered Financial Analysts

•        Educators

•        Planned Giving Professionals

•        Accredited Valuation Experts

•        Private Fiduciaries

For complete information, please read our Bylaws and Membership Qualification Requirements.