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.
To maintain active Certified Financial Fiduciary® (CF2®) certification status, certificants must complete the annual renewal requirements outlined below. Renewal reminders will be sent approximately thirty (30) days prior to the certification expiration date.
To maintain certification in good standing, certificants must:
Certificants are required to complete and submit the Certification Annual Renewal Form each year to reaffirm:
Please complete, sign, and return the renewal form via email as a PDF attachment to: jmcclanahan@nationalCFFassociation.org
Or mail to: National Association of Certified Financial Fiduciaries, 1619 Providence Rd. S. Ste 220-203, Marvin, NC 28173
Download Renewal FormThe annual certification renewal fee is $250 and must be received on or before the certification expiration date.
Certificants may also enroll in recurring automatic payments (autopay). To establish autopay, please contact: jmcclanahan@nationalCFFassociation.org
To maintain the Certified Financial Fiduciary® designation, certificants are required to complete ten (10) hours of continuing education (CE) annually.
NACFF recognizes that many certificants already complete continuing education to maintain other professional licenses and registrations. Approved continuing education completed for insurance, securities, accounting, or similar professional licensing requirements may also be applied toward the CF2 annual CE requirement, provided the content is relevant to fiduciary responsibilities or professional financial practice.
For professions where continuing education is earned on a multi-year renewal cycle, certificants may apply completed CE hours toward the applicable CF2 renewal period.
Certificants are responsible for maintaining documentation of completed CE activities and may be asked to provide supporting records during the renewal process.
Please submit CE documentation to: jmcclanahan@nationalCFFassociation.org
Continuing education activities should relate to one or more of the following subject areas:
Acceptable CE activities may include:
Supporting documentation may include course completion certificates, transcripts, attendance confirmations, or written summaries of professional development activities.
Individuals who fail to complete renewal requirements by their certification expiration date may lose active certification status and authorization to use the Certified Financial Fiduciary® designation and certification marks.
Inactive or expired certificants may not represent themselves as Certified Financial Fiduciary® professionals and may be removed from the NACFF public directory. Digital credentials and certification badges may also be deactivated.
NACFF reserves the right to monitor public representations of certification status, including websites, social media profiles, and professional marketing materials.
Individuals whose certification has lapsed for fewer than ninety (90) days may renew by submitting:
The late fee is $25.
Individuals whose certification has lapsed for more than ninety (90) days but fewer than three (3) years may be required to complete additional professional development and submit a reinstatement application.
Additional reinstatement requirements may apply based on the length of the lapse.
Individuals who have allowed their certification to lapse and have reinstated their certification on two (2) separate occasions will be subject to an increased reinstatement fee of $500 for any future reinstatement requests, provided the certification has been inactive for less than three (3) years.
Individuals whose certification has lapsed for more than three (3) years must complete the certification process again under the requirements in effect at the time of reapplication, including examination requirements.
