NAPFA and FIN Compliance have entered a Member Product & Service Discount relationship to provide the following to NAPFA members.
*New Customers Only. Not to be combined with any other offers, discounts, or packages. NAPFA members must present proof of active membership and/or access the NAPFA-member vendor database for discount codes.
FIN Compliance (FinCompliance.io) is a consortium of compliance services including: RIA Consults-Roberson Consults Group, a compliance consulting firm, RIA Review, a compliance-management software tool (Early Stage--SaaS), and more. Since 2011, we've worked with more than 170 firms around the U.S. and in 3 other countries. Compliance Management tools for financial services community at: https://FINcompliance.io
National Association of Personal Financial Advisors is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers at: https://www.napfa.org/