What is a Fiduciary and why is it important that I work with one?

What is a Certified Financial Fiduciary?

Who can become a Certified Financial Fiduciary?

How do I report a violation of the NACFF Code of Conduct by a Certified Financial Fiduciary designee?

Do I have to be a financial advisor or securities licensed to become a Certified Financial Fiduciary?

Do I have to attend a live class to get the certification?

Are there other requirements other than passing the exam?

What makes Certified Financial Fiduciary different than other designations that claim to include being a fiduciary?

What if there are no classes in my area?

Can I earn CE credits for attending this class?

When do we take the test?

Are there any other fees or CE required to maintain the designation once I obtain it?

How long will it take to get through the process?

Are you recognized by FINRA?

If I have disclosures on my broker check or vector hits, can I still qualify?

Is the exam difficult?

Is there a fee to retake the exam if I fail?

Is the exam proctored and do I have to go to a testing center?

Does my broker-dealer or RIA approve it for use?

Do I have to have a securities license?

What is your refund policy if I don't pass the background check?

Do I receive a refund if I do not pass the exam?

Once I am enrolled, how long do I have to complete the course and/or exam?

Ask Your Questions

All Fiduciaries are not the same. Certified Financial Fiduciary® is the standard of Excellence.