Certified Fixed Income Practitioner (CFIP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Fixed Income Academy
Qualification and Educational Requirements
Prerequisites Completion of Fixed Income Academy’s Bond School (17 courses)
Education Requirements Meet one of three of the following:
  • Completion of the CFP®, CFA® or CFA®'s Institute Investment Foundations™ Certificate Program; or 
  • Completion and maintenance of at least one of the following: FINRA sponsored Series 7, 9, 10, 24, 65 or 66; or 
  • Minimum 3 years of work experience in the area of fixed income sales, research, trading, operations or portfolio management plus a bachelor’s degree from an accredited institution of higher learning. 
Examination Type Final comprehensive exam (online, proctored)   
Continuing Education Requirements 12 hours (minimum) every year 
Verification, Complaints and Accreditation
Check Designation Status Online Online at Search Memberships
Investor Complaint Process By email at [email protected] or by calling 800-243-5097
Published List of Disciplined Designees None
Accredited By None