Affiliate Types & Eligibility
Individuals that qualify must be a current member of one of the following:
1. At least one Synergy Summit Group
2. A State Bar
3. Licensed CPA in at least one state; and Must have earned one of the following credentials: CFP, CFA, AEP, ABV, CAP, CVA, CTFA, PFP, PFS, CMA, CIA, CFF, CFE, CGMA, MST, LL.M., or Board certified by a State Bar in Taxation of Estate Planning. First year fees are 50% off.
Individual who teaches or has taught in either the law or accounting department of an accredited college or university.
Graduate Student Affiliate
A graduate student with a focus on accounting or law.
Undergraduate Student Affiliate
An undergraduate student with a focus on accounting or law.