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Affirming Advisor (AA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Financial Psychology Institute
Qualification and Training Requirements


Designation Training Requirements

Online, asynchronous training modules

Designation Exam Type

Online, non-proctored quizzes

Continuing Education Requirements

One CE credit annually

Verification and Complaints
Online Designation Resource


Investor Complaint Process

Submit complaints via email to [email protected].

Published List of Disciplined Designees