The ACSFP-Association of Chartered Senior Financial Planners, Inc. was originally founded in 2003 to assist Life and Health Insurance Agents with Advanced Pre and Post Retirement Planning and Asset Protection strategies. However, because of the number of Security Representatives (Reps) that also held Life and Health Insurance Licenses, we extended our enrollment to also include Security Reps. Since 2003, thousands of candidates have successfully studied our manual, completed our 3-day review course, and passed our exam. Our members include Insurance Agents, Security Reps, Attorneys, CPA?s, Bankers, Broker Dealers, and Home Office Employees. We suggest you go to our ?Testimonials? to see what they thought of our 3-day review course.

Our primary focus is to ensure that ethics, tolerance for risk, and proper strategies are used in Advanced Pre and Post Retirement Planning, and to assist in developing Asset Protection strategies for our member?s clients. Our associates include Investment Advisors, Insurance Agents and Advisors, Estate Planners, Lawyers, Bankers, and CPA's who are constantly researching and developing the latest strategies in these areas. All ACSFP Members are held to the highest of ethical standards.

All candidates must answer and comply with our strict screening questions, agree to our contractual terms (including our strict code of ethics), have a minimum of two (2) years experience*, pre-study our ACSFP Manual (which usually takes approximately 125-130 hours), attend our 3-day extensive review course (which runs from 8am?6pm all three days), and pass our supervised closed book exam.

After you complete our 3-day review course and successfully pass our final exam we will provide you with an ACSFP Certification that you may display in your office; stating that you are an ACSFP Member. We also can issue you a Certification stating you hold our CSFP-Chartered Senior Financial Planner designation. Your Certification(s) will also include the dates you attended our 3-day review course and the course number(s) that were approved by your home State Department of Insurance for ?CE? Continuing Educational Credits.

The use of the word "Senior" in ACSFP Association of Chartered Senior Financial Planners does not imply, nor should it imply, that our members only work with or target senior citizens. Rather, as our brochures, code of ethics, and contractual agreement states, it implies that our members have been trained in more Advanced Pre and Post Retirement Planning and Asset Protection strategies. Thus the word "Senior" refers to a level of experience, not the age of a target client base. All ACSFP Members have the training to assist people of all ages with their Pre and Post Advanced Retirement Planning and Asset Protection strategies.

We suggest you go to our section entitled ?Frequently Asked Questions? for answers to any other questions you may have; and once again, please review our ?Testimonials? section. Thank you for visiting the ACSFP-Association of Chartered Senior Financial Planners website.

*Regarding our minimum of two (2) years experience: The two (2) year experience requirement is waived if you are a licensed Attorney or CPA. All other candidates must have been licensed within the insurance or security industry, for two (2) years prior to applying to the ACSFP for membership, or have two (2) years experience working directly or indirectly within the insurance, security, or banking industry.