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Recent Updates

Your Legacy is our Future... Become a YAT at Heart

The NAIFA Young Advisors Team (YAT) developed the YAT at Heart Campaign to recognize the rich history and legacy created by NAIFA members and build a secure foundation for the “passing of the torch”.





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.



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)