NACFF Welcomes Susan Stevenson of Columbia, MD! Susan Stevenson, Owner and CEO of 180 Financial Solution, has earned the Certified Financial Fiduciary? designation. She joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
National Association of Certified Financial Fiduciaries
教育系统
Charlotte，NC 263 位关注者
"Good Faith, Care, and Loyalty to Our Clients' Best Interest"
关于我们
There has never been a more relevant or crucial time to get a professional designation than right now. Whether enforced through the DOL or the SEC, the demand for best interest financial planning from consumers and regulators alike is not going away. It's no longer enough to just say you are a fiduciary - now you have to prove it! In fact, if you are not willing to do everything it takes to be a fiduciary, or worse, if you're not 100% sure of exactly what being a true fiduciary entails, we recommend that do not claim to be a fiduciary at all! These days, carelessly claiming to be a fiduciary without proper knowledge, education, and a proven best interest standard of practice could result in costly litigation. The problem with saying that you are not a fiduciary, however, is that your clients and certain regulators are still demanding it. This is why we exist. We are the National Association of Certified Financial Fiduciaries (NACFF). NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with and adhering to all fiduciary standards. We have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as Certified Financial Fiduciaries?. The Certified Financial Fiduciary? designation is the only designation that focuses solely on training financial professionals to be true fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to protect them. The designation is reserved for financial professionals who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. Financial professionals who have earned the Certified Financial Fiduciary? designation can immediately and clearly demonstrate expert knowledge of fiduciary standards, and how they practice a fundamental obligation to always put their client’s best interests first. Additionally, designees are bound by a code of conduct which holds them to the highest standards of professionalism in the financial services industry. The certification mark coupled with the information and processes taught in the course makes it easy for a financial professional to quickly demonstrate the added value and security they bring to potential and existing clients.
- 网站
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https://nationalcffassociation.org/
National Association of Certified Financial Fiduciaries 的外部链接
- 所属行业
- 教育系统
- 规模
- 2-10 人
- 总部
- Charlotte，NC
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Financial Education、Fiduciary Education 、Continuing Education 、Fiduciary Accountability、ERISA Compliance、DOL Compliance 、insurance agent education、Advisor education 、adviser education 、Certification、Certified Financial Fiduciary Designation和BeFiduciary
地点
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主要
获取路线
8514 McAlpine Park Dr.
STE 280
US，NC ，Charlotte，28211
National Association of Certified Financial Fiduciaries 员工
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John Ripley CFF?, CLTC?, FRC?, ChFEBC?
Certified Financial Fiduciary?, Investment Advisor Representative at Smarter Retirement Solutions
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Andrew Cavasino
Strategic Partner & Advisor CFF?
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Monica Occhetti, CAE, ICE-CCP
Director of Certification
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Kerry Strickland
Retirement coach, Federal government retiree and specializing in preserving your lifetime income.
动态
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NACFF welcomes Lucille Townsend of Rochester, NY! Lucille Townsend, Financial Advisor, has earned the Certified Financial Fiduciary? designation. She joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Aaron Maasel of Maumee, OH! Aaron Maassel, Founder and CEO of Voyager Advisory Group, has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Brandon Cox of Savannah, GA! Brandon Cox, Financial Advisor at Coastline Complete Wealth, has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes William Dingli of Los Angeles, CA! William Dingli, Marketing Director for WFG, has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Sean Flaherty of Canton, MA! Sean Flaherty, President of Flaherty Wealth Management, has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Laurence Cooper of Marlton, NJ! Laurence Cooper, Vice President of Investments at Capital Wealth Advisors, LLC., has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Steven Tellar of Colchester, CT! Steven Tellar, Investment Advisor Representative at Medallion Wealth Advisors, has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Chet Cowart of Winter Park, FL! Chet Cowart, Registered Representative at Nelson Financial Planning, has earned the Certified Financial Fiduciary? designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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NACFF welcomes Andrea Carpenter of Knoxville, TN! Andrea Carpenter, Partner at Prosperity Partners Wealth Management, has earned the Certified Financial Fiduciary? designation. She joins a growing group of financial professionals who have earned the Certified Financial Fiduciary? designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first. #fiduciary #CertifiedFinancialFiduciary
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