(December 7 – 09:40 ET) – The CAFP national board has approved the revision to the requirements for Practitioner Membership.

Effective immediately, those individuals holding the Certified Financial Planner, the Chartered Financial Consultant, or the Chartered Financial Planner designations will be exempted from having to submit a sample comprehensive financial plan for peer review on application to become a Practitioner Member of CAFP.

Other requirements such as sponsorship, Practice Assessment, E&O insurance will apply.

CAFP national office will send a Practitioner Membership application to every Associate in early January.

-IE Staff