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Certified Financial Fiduciary®

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Best For

Financial professionals interested in running a holistic fiduciary practice.

Timing

<12 Weeks

Format

Engage with the e-learning program at your own pace.

100% Virtual

Tuition

$1,695 for 8-module program

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Deliver Best Interest Advice

Grow a Holistic, Compliant Practice

Developed by the NACFF, accredited by ANSI, and ISO-certified, the Certified Financial Fiduciary® certification is the only certification program focusing solely on training financial professionals to be true fiduciaries.

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Program at a Glance

Admissions Requirements

There are no prerequisite courses required to begin the Certified Financial Fiduciary® Program, but applicants must hold at least one financial designation/certification or professional license, or a combination of education and experience deemed satisfactory by the NACFF Advisory Council, to receive the certification.

To receive the Certified Financial Fiduciary® certification, you must:  
1. Successfully complete the eight required modules and final exam administered by NACFF  
2. Agree to comply with the Certified Financial Fiduciary®  Code of Conduct 

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Tuition & Scholarships

Program tuition is paid in one installment covering the entire 8-module program. Tuition covers your course fees, final exam, and course materials, including:

  • Downloadable content for easy following
  • Video lectures and expert interviews
  • Practice exams and assessment questions

8-module package: $1,695

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What You'll Learn

The financial services industry is changing once again. Now is your chance to stay one step ahead by gaining the fiduciary knowledge needed to protect yourself, your practice, and your clients. Register for this course today and become a fiduciary financial advisor.

Your learning outcomes include:

  • Immediately and clearly demonstrate expert knowledge of fiduciary standards
  • Knowledge of models and practices that always put clients' best interests first
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Course Delivery

Study the eight-module curriculum at your own pace and receive support from our superior academic advising team.

Our best-in-class program features:

  • Core focuses on holistic fiduciary practice model and standards
  • Enhanced focus on establishing credibility with clients based on a commitment to serve them honorably
  • Elite faculty of academics and researchers in financial planning
  • Modern e-learning through our modularized experience
  • Knowledge to protect your business and your clients according to current fiduciary and DOL standards
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Inside the Certified Financial Fiduciary® Program

Module 1: The Certified Financial Fiduciary® Fiduciary Standard

Receive an introduction to the fiduciary standard, its evolution, and the issues driving the most recent and proposed SEC and DOL changes.

Module 2: All Fiduciaries Are Not the Same

Understand the definition of a fiduciary financial advisor and the various roles one can play in a professional practice; learn about how ERISA, the Department of Labor, SEC, and the Investment Advisers Act each play a role in upholding and regulating fiduciary standards.

Module 3: Best Interest Standard of Care

Learn about the Best Interest Standard of Care, the different versions at specific agencies, and where they align.

Module 4: The Certified Financial Fiduciary® Fiduciary Standard

Understand the differences between the suitability and fiduciary standard and identify when each is applied.

Module 5: Certified Financial Fiduciary® Fiduciary Responsibilities of Insurance Agents

Recognize your fiduciary financial advisor obligations if you hold a securities and/or insurance license to help you run a holistic fiduciary practice.

Module 6: Holistic Fiduciary Planning

Develop a process to help make fiduciary planning part of your day-to-day, including information gathering, documentation, and client recommendations.

Module 7: Breaching Fiduciary Duty

Receive case study examples of fiduciary breaches so you can recognize common missteps and how you can mitigate risk.

Module 8: A Certified Financial Fiduciary® Must Educate First

Understand the importance of financial education and learn how to grow a holistic fiduciary financial advisor practice by implementing a scalable “educate first” approach to new client acquisition.

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The Certified Financial Fiduciary® Program emphasizes the importance of our role as advisors and how we should always ensure clients are treated ethically, in good faith, and within the confines of the law. This is information we ALL need and should adhere to.

Todd Swanson, Certified Financial Fiduciary®, CLU®, ChFC®, CLTC®, RICP®

footnotes

1 The American College of Financial Services Designation Outcomes Study. 2017.