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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 Two years insurance or securities experience or a licensed attorney or CPA.
Designation Training Requirements Three-day course
Designation Exam Type Certification exam (closed-book)
Continuing Education Requirements 16 hours every two years
Verification and Complaints
Online Designation Resource Online at Verify an AFSFP Member
Investor Complaint Process By email or regular mail at File a Complaint
Published List of Disciplined Designees None