Financial Security Advocate

NAIFA has the Largest Grassroots Program in the Financial Services Industry 

NAIFA's integrated advocacy program that includes state, interstate, and federal advocacy is the largest and most comprehensive advocacy program in the industry. The critical element in our 130+ year advocacy track record of success remains, and will always be, in our members' participation--otherwise known as grassroots engagement.

We've introduced a new training course for members to gain skills and confidence in the advocacy process. Members who complete all three courses earn NAIFA's Financial Security Advocate badge.

Download the Grassroots Engagement Course Overview (PDF)

Access the Grassroots Engagement Courses 
Please note that access to this course is part of NAIFA's membership fees. Log into your account to receive the training without cost.

Grassroots Training 101: Starting Your Advocacy Journey
This introductory-level module introduces key concepts and resources to help you get started as a Grassroots Advocate using NAIFA’s tools and experience.

Grassroots Training 201: Expanding Your Advocacy Skills
The intermediate-level module helps NAIFA members improve on their advocacy skills by learning how to navigate more challenging relationships with lawmakers, as well as how to build the Grassroots Advocacy program using Site Visits and recruitment strategies.

Grassroots Training 301: Grasstops Strategies
The advanced-level module is for NAIFA members that want to move to the next level of advocacy by becoming “grasstops” contacts, hosting political fundraisers, and potentially even running for office themselves.