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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 Training Requirements
Prerequisites

Candidates must have two years insurance or securities experience or be a licensed attorney or CPA.

Designation Training Requirements

Three-day, in-person training course

Designation Exam Type

In-person, proctored certification exam

Continuing Education Requirements

16 hours every two years

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

Submit complaints via mail to:

ACSFP
6909 S. Holly Circle, Suite 200
Centennial Co. 80112

Published List of Disciplined Designees

None