Students who successfully complete one of the College’s designation programs are conferred the right to use the College for Financial Planning’s Registered Mark(s) subject to Terms and Conditions and its Professional Designation Requirements.

These include:

  • AAMS®, or Accredited Asset Management Specialist℠
  • ADPA®, or Accredited Domestic Partnership Advisor℠
  • APMA®, or Accredited Portfolio Management Advisor℠
  • AWMA®, or Accredited Wealth Management Advisor℠
  • CMFC®, or Chartered Mutual Fund Counselor℠
  • CRPC®, or Chartered Retirement Planning Counselor℠
  • CRPS®, or Chartered Retirement Plans Specialist℠
  • MPAS®, or Master Planner Advanced Studies℠
  • FPQP™, or Financial Paraplanner Qualified Professional™

The College for Financial Planning awards its designations to students who successfully complete the educational program, pass the final examination and complete the designation application which includes:

  • Standards of Professional Conduct. The Code establishes minimum standards of acceptable professional conduct for persons authorized to use one of the professional designations.
  • Self-Disclosure. Designees must disclose of any criminal, civil,self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Initial conferment and renewed authorization to use the designation is contingent upon the College for Financial Planning's review of matters either self-disclosed or which are discovered by the College that are required to be disclosed.
  • Terms and Conditions Statement. The Terms and Conditions statement outlines designees' rights to use the College's Marks and acknowledges the rights of the College to protect the Marks from unauthorized use by individuals or entities.

Students must complete the designation application within six months of completing the program. Failure to complete the application within this time frame will result in termination of the individual’s candidacy. If an individual wishes to apply for authorization to use the Marks in the future, he or she will be required to re-enroll in the program and fulfill the initial designation requirements in place at the time of the request. For the MPAS® designation, students who wish to apply for authorization after their candidacy has been terminated must

  • Complete 40 hours of content-specific continuing education within a 12-month period in lieu of reenrolling in the program,
  • Pay a reinstatement fee, and
  • Meet all other initial designation requirements in place at the time of the request.

 

Sign in to your account to complete the designation application.

 

Successful applicants receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period (subject to state and federal regulations and employers' policies regarding use of professional designations).

Continued use of the designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the designation by:

  • Completing 16 hours of continuing education (40 hours of CE for MPAS® designees);
  • Reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions, and self disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct; and
  • Paying a biennial renewal fee of $95.

Details on the renewal requirements can be found on the Renewal Requirements page.

The College for Financial Planning (College) serves as the National Association of Insurance and Financial Advisors' (NAIFA) appointed agent by administering the LUTCF® designation and the standards and requirements for obtaining and maintaining authorization to use the designation. NAIFA and the College (through a sublicense agreement) co-confer authorization to individuals to use the LUTCF® designation.

The authorization to use the LUTCF® designation is granted to students who successfully complete the educational program, pass the final examinations and complete the designation application which includes:

  • Standards of Professional Conduct. The Code establishes minimum standards of acceptable professional conduct for persons authorized to use one of the professional designations.
  • Self-Disclosure. Designees must disclose of any criminal, civil,self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Initial conferment and renewed authorization to use the designation is contingent upon the College for Financial Planning's review of matters either self-disclosed or which are discovered by the College that are required to be disclosed.
  • Terms and Conditions Statement. The Terms and Conditions statement outlines designees' rights to use the College's Marks and acknowledges the rights of the College to protect the Marks from unauthorized use by individuals or entities.
  • Affirm Completion of Field Work. Applicants must affirm successful completion of the assignments and field exercises as outlined in the education program course work.
  • NAIFA Membership. Applicants must be a member in good standing with NAIFA.

 

Applicants must complete the designation application within six months of completing the program. Failure to complete the application within this time frame will result in termination of the individual's candidacy. If an individual wishes to apply for authorization to use the designation in the future, he or she will be required to pay a fee.

 

Sign in to your account to complete the designation application.

 

Successful applicants receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period (subject to state and federal regulations and employers' policies regarding use of professional designations).

Continued use of the designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the designation by:

  • Completing 3 hours of continuing education in the subject area of Ethics;
  • Reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions, and self-disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct; and
  • Paying a biennial renewal fee of $50.

Details on the renewal requirements can be found on the Renewal Requirements page.

College-Issued Professional Designation Requirements

LUTCF® Requirements

Conferment Requirements

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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