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Recent Updates

NAIFA Submits Formal Comments to SEC on Fiduciary Study Individual and Joint Comments Submitted

In comments submitted today to the Securities and Exchange Commission on the issues surrounding the Commission’s forthcoming study on the standards of care governing broker-dealers and investment advisers, the National Association of Insurance and Financial Advisors said its members have a history of serving their clients “ethically and in their best interests (to) ensure a vigorous level of investor protection that rivals any new standards that may be put in place.”


NAIC Recognizes the Role of the Agent (NAIFA Blog)

We couldn't agree more. Let's hope that Washington listens.


NAIC Recognizes the Role of the Agent

We couldn't agree more. Let's hope that Washington listens.



NAIFA Members Tell the SEC How a Fiduciary Standard Would Impact Them and Their Clients

The comment period ends August 30. If you want your voice to be heard, please add your comments soon!



CFP Program

No classes are currently scheduled. Check back often or call the NAIFA-Florida office at (850) 422-1701 to see when the next classes will begin.

Classes are normally held in Tampa and include the six modules of study which fulfill the educational requirements for the Certified Financial Planner (TM) designation. The accelerated program of study is endorsed by NAIFA-Florida and is usually offered one weekend per month for 12 months.

Offered by Tallahassee Community College, this program of study is the only Professional Financial Planning Program endorsed by NAIFA-Florida. Members receive a $100 discount on the initial deposit.

For a copy of the CFP Form Click (HERE)