FIRMA membership is an investment in your career, providing you with access to premier relevant fiduciary and investment educational opportunities and access to relevant industry peers and experts. Share the FIRMA community experience -- refer a colleague or friend and receive a free FIRMA webinar.

When your referral signs up to be a new FIRMA member and gives your name and email address as the referring party, you receive a free FIRMA webinar.  Details, terms, and conditions of this New Member Referral Program can be viewed below.


FIRMA Referral Program Terms and Conditions (“T&Cs”)

The Fiduciary & Investment Risk Management Association, Inc. (“FIRMA”, “We”, “Us”) Referral Program (“Program”) has been created to reward you (“Referring Party) for recommending us to others who sign up to be either certified or sustaining FIRMA members (“Qualifying Referral”). This Program is administered by FIRMA.  No purchase is required to be a referring member, that is, you do not have to be an existing FIRMA member to refer a member, however, certain eligibility and qualifying restrictions do apply.

Referring Parties are bound by these Terms and Conditions (“T&Cs”) by participating in the Program. Referrers may not participate in the Program where doing so would be prohibited by any applicable law or regulations.

We reserve the right to amend or terminate the Program and/or its T&Cs at any time, for any reason at our sole discretion without notice to you. We also reserve the right to disqualify any Referrer at any time from participation in the Program at our sole discretion.


Rules and Restrictions

  1. A Qualifying Referral is defined as a person that is applying for FIRMA membership for the first time or who was not a member of FIRMA in 2019 or 2020.

  2. The Referring Party and Qualifying Referral can’t be the same person (you can't refer yourself).

  3. The Qualifying Referral must submit an application for Certified or Sustaining FIRMA membership by June 30, 2021.The application should include the name and email address of the Referring Party in the appropriate section on the application along with full payment of FIRMA membership dues (non-refundable).Each application may only name one Referring Party.

  4. For each Qualifying Referral, the Referring Party will earn one free 2021 FIRMA Webinar (value approximately $130). FIRMA will attempt to notify the Referring Party of the award within a week of receiving the new member’s application and dues payment.

  5. A 2021 FIRMA Webinar as referenced herein is a 1.5 hour virtual training program hosted solely by the Fiduciary & Investment Risk Management Association, Inc.

  6. The referral award of one free 2021 FIRMA Webinar cannot be redeemed or converted to cash, is not transferrable, cannot be used after 2021, cannot be applied to past paid webinars, and cannot be used as payment for any of FIRMA’s other offerings or fees (conferences, regionals, seminars, dues, quizzes, etc.). There is no limit to the number of free 2021 FIRMA Webinar awards that can be earned by one person; however, the awards can only be used to attend 2021 FIRMA Webinars.

  7. By participating in the Program, participants release FIRMA and its representatives, agents, current and any successor directors, officers, employees, and assignees from any and all liability for any loss, harm, damages, cost, or expense, including, without limitation, property damages, personal injury and/or death, arising out of or in any way connected to the Program or any and all third parties or any violation of applicable law. FIRMA reserves the right to amend or terminate the program and/or its T&Cs at any time for any reason at our sole discretion.

  8. Members of the FIRMA Board of Directors, officers, employees, or staff are not eligible to participate in the program.

  9. Void where prohibited by law.


This program has been developed and implemented by the Fiduciary & Investment Risk Management Association, Inc., P.O. Box 669515, Marietta, GA 30066.