Certified Military Financial Advisor®
Empower your team to provide expert financial guidance to the military community with a certification built exclusively for military-focused financial planning.
Build competence
Have the confidence to address the unique needs of military personnel and veterans.
Stand out
Differentiate yourself as an advisor with military-focused expertise that complements general knowledge.
Stay relevant
Keep up to date on the military financial planning landscape with relevant continuing education.
Show credibility
Earn your certificate of completion from the prestigious Wake Forest University.
Certified Military Financial Advisor®
About the Program
Who this program is for
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 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 Certified Military Financial Advisor® designation.
Talk to an advisor today.
Our advisors are your go-to for everything. Need course recommendations? Extend a course? We’ve got you covered.
Office hours: M-F, 8am-5pm EST
Bring the Certified Military Financial Advisor® program to your firm
