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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Phone704-930-0032
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.
In today's financial world, trust isn't given—it's earned.
The National Association of Certified Financial Fiduciaries® (NACFF) was founded to meet the growing demand for transparency, accountability, and truly client-first financial advice. As expectations from both consumers and regulators continue to rise, financial professionals must do more than claim to act in their clients' best interests—they must be able to prove it.
To train and develop a network of qualified fiduciary professionals that strive to create a strong and safe environment where investors are assured that their best interests always come first.
NACFF provides comprehensive fiduciary training and certification through the Certified Financial Fiduciary® (CF2) designation—a program designed to help financial professionals deliver advice aligned with a true best-interest standard.
CF2 professionals are trained to:
Apply fiduciary principles in real-world situations to deliver genuinely client-first advice.
Build trust through transparency and education, keeping clients informed at every step.
Deliver strategies focused on long-term client outcomes, not short-term commissions.
The CF2 designation is awarded to professionals who complete a rigorous training process and commit to upholding the NACFF Code of Conduct.
It represents more than a credential—it signifies a commitment to:
Every recommendation is made with the client's best interest as the sole priority.
Maintaining the highest ethical standards in every client interaction and financial decision.
Providing clear, responsible financial guidance that clients can understand and act on.
NACFF supports financial professionals with the tools and systems they need to succeed—while helping consumers connect with trusted advisors who are committed to acting in their best interest.
Through initiatives like NewMAP, our proprietary financial organization system, we are also simplifying the way individuals and families understand and manage their finances.
As the demand for fiduciary guidance continues to grow, NACFF remains committed to setting the standard for integrity, education, and client-first financial planning.
Because today, it's not enough to just say you're a fiduciary…
Now you have to prove it.
"These course materials have been reviewed and confirmed to reflect a standard of conduct for investment professionals that is consistent with all prevailing fiduciary standards." — Fred Reish
To develop a network of qualified professionals that strive to create a strong and safe environment where investors are assured that their best interests always come first.
The NACFF is impartial in carrying out its certification activities, managing conflicts of interest, and ensuring the objectivity of its certification activities.
NACFF's CF2 certification program meets the international standard for personnel certification bodies.
CEO
Rick McClanahan is the Founder and Chief Executive Officer of the National Association of Certified Financial Fiduciarie...
VP- National Coordinator
Jenny McClanahan serves as Vice President and National Coordinator for the National Association of Certified Financial F...
Chief of Staff
Katie brings a diverse background in client relations, content creation, and marketing to her role as Chief of Staff at...
Vice President of Growth & Operations
Eric Thomas builds people, then he builds the systems that make those people undeniable. THE RECORD More than 15,000...
Marketing Coordinator
Raven is the Marketing Coordinator for NACFF, where she supports content creation and leads the organization’s College P...
Enrollment Agent
As an Enrollment Agent with the National Association of Certified Financial Fiduciaries (NACFF), I enjoy helping financi...
Enrollment Agent
Kyle Phillips-Thomas is an Enrollment Agent for the National Association of Certified Financial Fiduciaries (NACFF). For...
Certification Board Chairperson
(California, Securities Registration) is President and Founding Advisor of WhiteSpace Financial. After 14 years working...
Certification Board Member & Exam Committee Member
(Florida, Dual Registration) is President of SecuRetirement, Inc. and is considered one of Florida's pre-eminent income...
Certification Board Member & Exam Committee Member
(Georgia, Securities Registration) founded InvestHER Fiduciary Solutions, LLC in 2006, a State Registered Investment Adv...
Certification Board Member
(Texas, Securities Registration) is President of Personal Money Planning. She is a Financial Advisor with almost 30 year...
Certification Board Member & Exam Committee Member
(New York) has more than 10 years of experience in the Financial Services industry, Dan currently holds a Series 7 and S...
Public Member/Consumer Representative
(Florida, Non-registered) a Florida Office Administrator for Venable LLP.
Exam Committee Member
(Missouri, Securities Registration) brings nearly 30 years of experience as a Financial Planner to the Committee. At the...
Exam Committee Member
(Texas, Dual Registration) started his financial services career in 1970, with tenures at Morgan Stanley, Dean Witter, a...
