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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. 

AND

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