NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Qualifications

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Candidate Requirements

Do You Qualify?

To earn the Certified Financial Fiduciary® designation, candidates must meet the following qualifications and successfully complete the NACFF certification process.

Professional Licensing

Candidates must hold a current and active financial services license (Series 6, 7, 63, 65, 66, insurance license, or equivalent) in good standing.

Clean Regulatory Record

Candidates must have a clean regulatory and disciplinary record, with no material adverse findings, complaints, or disciplinary actions.

Education Requirement

A minimum of a high school diploma or equivalent is required. A college degree or additional professional designations are preferred.

Code of Ethics Agreement

Candidates must agree to abide by the NACFF Code of Conduct and Ethics and the principles of Good Faith, Care, and Loyalty.

Complete the Training Requirement

Candidates must complete NACFF's training program or satisfy the training requirement through an approved equivalent program, as outlined in the CF2 Candidate Handbook. All candidates must pass the certification examination, regardless of training pathway.

Annual Renewal

The CF2 designation requires annual renewal through continuing education and compliance with NACFF membership requirements.

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FAQs

Frequently Asked Questions

The CF2 certification program can typically be completed in 4–6 weeks depending on your pace. The online course is self-paced, allowing you to study around your existing schedule.

Yes. The Certified Financial Fiduciary® designation is recognized across the United States and is expanding internationally. It is the only designation exclusively focused on fiduciary training.

Please visit our Upcoming Classes page or contact us directly for current pricing. Early bird discounts may be available for upcoming cohorts.

Yes. To maintain your CF2 designation, you must complete annual continuing education requirements and remain in good standing with NACFF membership guidelines.

If you do not currently meet the qualifications, please contact us to discuss your situation. In some cases, exceptions or alternative pathways may be available.

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