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aspa.org

Associated Professional Members (APM)

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: Join ASPPA
: Education & Exams

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Pension professionals holding degrees in law, accounting, actuarial science, financial science, insurance, or related disciplines may qualify to be an Associated Professional Member (APM). Professionals from these disciplines with a minimum of three years experience in pension-related employment are qualified to apply for APM memberships.

The APM credential recognizes individuals with one of the following backgrounds:

  • Attorneys
  • Certified Public Accountants
  • Agents enrolled to practice before the IRS
  • Holders of the Master of Science in Financial Service degree from The American College
  • Members of the American Academy of Actuaries
  • Associates, Members and Fellows of the Conference of Consulting Actuaries
  • Associates and Fellows of the Society of Actuaries
  • Holders of the Accredited Pension Administrator designation from the National Institute of Pension Administrators
  • Holders of the Chartered Life Underwriter designation from The American College
  • Holders of the Chartered Financial Consultant designation from The American College
  • Holders of the Certified Financial Planner designation from a program accredited by the Certified Financial Board of Standards
  • Fellows of the Life Management Institute

Pension professionals meeting the APM criteria may apply to the ASPPA board of directors for the APM credential.

Application Form

Download Credentialed Application Form [PDF: 387K].
Application form is in PDF format and requires Adobe® Reader® to access.