Earn a specialized designation
Earn a specialized designation
From the most trusted name in financial planning education, the CMFA is a comprehensive course and designation designed for financial advisors serving active military personnel, veterans, and their families.
From the most trusted name in financial planning education, the CMFA is a comprehensive course and designation designed for financial advisors serving active military personnel, veterans, and their families.
Build competence
Build competence
Have the confidence to address the unique needs of military personnel and veterans.
Stand out
Stand out
Differentiate yourself as an advisor with military-focused expertise that complements general knowledge.
Stay relevant
Stay relevant
Keep up to date on the military financial planning landscape with relevant continuing education.
About the Program
About the Program
Any advisor who wants to differentiate themselves in the market with a specialized designation can benefit from this program, including:
✔️ Advisors with a customer base of military personnel or veterans that require tailored financial planning services.
✔️ Advisors looking to grow their businesses with specialized financial planning services for the military and veteran community.
✔️ Advisors who want to complement CFP® certification with the unique content covered in the CMFA program, which can be taken before or after earning CFP® certification.
✔️ All advisors, regardless of whether they served. Unlike other military-focused financial planning designations, there is no requirement to be a veteran to pursue the CMFA.
✔️ Self-study materials delivered online
✔️ 12 months of access
✔️ 14 learning modules totaling approximately 22 study hours
✔️ Resources for working with clients including client meeting checklists to help prepare and use in real time.
✔️ Certificate of program completion from Dalton Education (a CeriFi company)
✔️ Qualifies for 22 hours of CE for CFP® certification
Note: Recertification required every two years.
✔️ High-quality content: Learn the most important financial planning concepts and scenarios for advising the military community.
✔️ Expert course designers: CMFA's designers served in the US military and now serve active duty and veteran clients.
✔️ Flexible study: The online, self-paced program gives you the flexibility to customize your studies at your own pace.
✔️ Engaging learning: Multi-modal learning includes on-demand videos, case studies, and more to boost retention.
✔️ Personalized support: Get the help you need every step of the way from our first-rate customer support team.
✔️ Recertification requirements: Designees must complete 8 hours of continuing education, recommit to the code of ethics, and pay the biannual recertification fee of $295.
• Active-Duty Benefits and Programs
• Guards and Reserves Benefits and Programs
• Veterans Benefits and Programs
• Retired Service Members Benefits and Programs
• Education Benefits
• Life Insurance
• Survivor’s Benefits
• Transitioning from Military Service
• Retirement Benefits
• Disability Benefits
• Tax Planning Considerations
• Divorce Considerations
• Estate Planning Considerations
• Service Members with Special Needs Dependents
Education Course
Certified Military Financial Advisor Program
Talk to an advisor today.
Talk to an advisor today.
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