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Chartered Senior Financial Planner (CSFP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Association of Chartered Senior Financial Planners
Qualification and Educational Requirements
Prerequisites Two years insurance or securities experience or a licensed attorney or CPA.
Education Requirements Three-day course
Examination Type Certification exam (closed-book)
Continuing Education Requirements 16 hours every two years
Verification, Complaints and Accreditation
Check Designation Status Online Online at Verify an AFSFP Member
Investor Complaint Process By email or regular mail at File a Complaint
Published List of Disciplined Designees None
Accredited By None