top of page

Get the most out of APIC

01

Use APIC Products

Your fellow members are working hard to put together informative calls, in-depth interviews, interactive events and more. If it's important to them, the likelihood is that it's of value to you.

03

Get Your Hands In

You get back more than you contribute. Join a committee, volunteer to help produce the conference. Seek a seat on the Board of Directors. The more people you work with, the better your relationships will be.

02

Meet Other Members

Use the member directory to reach out to your fellow APIC colleagues. Openly share your challenges and help to solve theirs.

​

04

Choose Your Adventure

Need content that doesn't exist? Let us know and we'll work with you to source and build it.

Betsy Pakenas 2018_edited.jpg

APIC itself makes a big place feel smaller and the opportunity to serve on

the board enhances friendships all the more. “I think of the APIC Board as a cheerleader for the Financial Advisor community. It promotes awareness, friendships, communication and dialogue between FA’s and with management. It is also good to get outside of my own bubble. There is much to learn from the other FAs — how they manage their practices and promote partnerships.“ I see APIC as a resource for everyone: a voice to management, a seat at the table for FAs and a strong conduit for communication between management and the FA community. The Standard of Care is an initiative I feel strongly about. “Here we have an advisor-run, formal professional organization, a platform for a strong FA voice of MS for collaboration. Awareness and visibility should lead to more membership and our voice will continue to grow stronger. APIC provides us the opportunity for continuous re-evaluation of our own processes and the development of deeper and broader relationships within our extended community.

– Betsy Pakenas CFP - Frederick Maryland

Membership Types

APIC Offers 3 Distinctive Options for Membership

Individual Advisors

Consider a Financial Advisor membership if you are a sole practitioner, or wish to be the only member of your team to have access to APIC.​

Teams

Team memberships allow an FA to bring their entire team into APIC.​

Firm Management

In recognition of the generous support provided to APIC by Morgan Stanley, the organization offers complimentary memberships to non-producing Firm Management.​

​Annual Dues $550

​Annual Dues $1100

Complimentary

Benefits

  • Access to the APIC Website & Member Directory

  • Archive of APIC content, webinars and past conference sessions

  • Invites to all APIConnect Calls

  • Access to APICRadio

  • Invites to APIC-Only events

Membership Requirements

  • Advisors and Primary Team Members must be Morgan Stanley or Graystone Consulting Financial Advisors in good standing with the firm

  • ​​Must be in the Top 2 Quintiles for Gross Revenue, and have greater than 60% Recurring Revenue (as reported at time of application in My Practice). This requirement is waived for Graystone applicants.

  • Must meet the designation requirements listed below

  • Must adhere to the ethical requirements of their designations

  • Must have a clean U4.

​

Designation Requirements:

Primary applicants must have attained one of the following Industry or Internal designations, or alternatively, must have attained two of the alternative designations from the list below.

​

INTERNAL DESIGNATIONS

Institutional Consulting Director (ICD)

National Strategic Partner (NSP)

Senior Institutional Consultant (SIC)

Senior Investment Management Consultant (SIMC)

Global Sports & Entertainment Director (GSE-D)

 

INDUSTRY DESIGNATIONS

Certified Investment Management Analysts (CIMA)

Certified Private Wealth Advisor (CPWA)

Chartered Financial Analyst (CFA)

Chartered Alternative Investment Analysts (CAIA)

Chartered Advisor in Philanthropy (CAP)

Certified Financial Planner (CFP)

​​

ALTERNATIVE DESIGNATIONS

(must possess one from Group A, and one from Group B)

​GROUP A
Family Wealth Director
Financial Planning Specialist
Corporate Retirement Director

​​

GROUP B
Senior Portfolio Manager
Lending Director

Alternative Investments Director
Insurance Planning Director

​

The Organization

Contact Us

info@apicms.org

11312 County Down Drive

Austin, Texas 78747

888-472-6793

© 2024 Association of Professional Investment Consultants. All Rights Reserved.

bottom of page