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NAIFA Holds Successful “Day on the Hill” Grassroots Event

The National Association of Insurance and Financial Advisors concluded its annual political involvement and political action training meeting today by sending 150 insurance and financial advisors to Capitol Hill meetings with their elected leaders and congressional staff.

NAIFA Encouraged by SEC’s Deliberate Pace on Fiduciary Rule

One year after the SEC fiduciary report, trade group remains committed to ensuring middle-market access to affordable financial advice and services.

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NAIFA Comments on Federal Insurance Office

Comments address range of industry issues, including SEC/DOL standard of conduct, producer licensing, STOLI, annuities

InvestmentNews Features NAIFA President Robert Miller

NAIFA President Robert Miller is the subject of a feature article in the current issue of InvestmentNews.

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)

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