Why Become A Certified Financial Fiduciary®?

In today’s best-interest landscape, it’s not enough to say you’re a fiduciary—you must demonstrate it.

The Certified Financial Fiduciary® (CF2) designation is the only designation that focuses solely on training financial professionals to be true holistic fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to put their best interests first.

Enhance Your Knowledge of the Fiduciary Standards

Learn everything you need to know to be compliant with new fiduciary standards. Also gain the knowledge necessary to meet and exceed the best interest standards and impartial conduct standards which are in force today.

Protect and Grow Your Practice the Right Way

Simply put, failure to comply with the fiduciary rules can get you sued. Why risk it? Taking this course will not only help protect your practice but having the Certified Financial Fiduciary® designation can help grow it as well!

Easily Demonstrate That You Always Put Your Client's Best Interests First

Those who hold the Certified Financial Fiduciary® designation can immediately and clearly demonstrate how they practice a fundamental obligation to always put their client's best interests first.

Requirements For Certification

Thank you for your interest in becoming a Certified Financial Fiduciary® (CF2)! All registrations must be submitted with full payment before the class. Total tuition to attend this online course is $2495.00. Tuition includes $495 non-refundable application/Background Check fee, and $2000 course fee. You must complete and submit your application at the start of the class. You will be able to download it in the first lesson. If your application is not approved we will refund the $2000 course fee (Discounted prices will be adjusted accordingly).

To qualify for the CF2 certification, use the Certified Financial Fiduciary® designation, and to become a member of the NACFF individuals must meet the following requirements:

  • Eligible candidates must possess a professional financial certification/ designation, or professional financial license (securities, insurance, accounting, etc.), or a combination of education and experience deemed satisfactory by the NACFF Advisory Council 
  • Exemplify the highest standards of morals, ethics, and fiduciary standards of service
  • Successfully complete a rigorous training and certification process at one of our training events 
  • Successfully pass a proctored exam 
  • Pass a full background check and be in good standing with all state and federal license requirements 
  • Business office must be reviewed for best practices and compliance
  • Complete and submit the signed Application for Certification - this includes agreeing to the NACFF Terms of awarding and maintaining certification
  • Agree to abide by and uphold the NACFF Code of Conduct

If you have any questions about whether or not you will qualify you may contact us at 704-930-0032 or email jmcclanahan@nationalcffassociation.org.

Special circumstances will be considered on a case-by-case basis.

Write your awesome label here.

Get the fiduciary knowledge you need to protect yourself, your practice, and your clients.

Become a Certified Financial Fiduciary® today!

1619 Providence Rd S
Ste 220-203
Marvin, NC 28173
704-930-0032
info@nationalcffassociation.org
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