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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 Training Requirements
Prerequisites

Completion of Fixed Income Academy’s Bond School (17 courses)
Designation Training 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
Designation Exam Type

Final comprehensive exam (online, proctored) 

 
Continuing Education Requirements

12 hours (minimum) every year 
Verification and Complaints
Online Designation Resource

Online at Search Memberships
Investor Complaint Process

By email at [email protected] or by calling 800-243-5097
Published List of Disciplined Designees

None