The ACSFP-Association of Chartered Senior Financial Planners was originally founded to assist Life-Health Insurance Agents with Advanced Retirement Planning and Asset Protection. 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.

Our primary focus is to ensure that ethics, tolerance for risk, and proper strategies are used when Retirement Planning and developing Asset Protection strategies for 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 strict screening questions, have a minimum of 4-years experience, pre-study the ACSFP-Manual (60-70 hours) before attending our 3-day review course, agree to our strict of ethics, and pass our supervised closed book final exam.

The use of the word "Senior" in ACSFP or in the CSFP-Chartered Senior Financial Planner designation does not imply, nor should it imply, that our members only work with or target Senior Citizens. Rather, it implies that our members have been trained in more Advanced Retirement Planning and Asset Protection strategies. Thus "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 Advanced Retirement Planning and Asset Protection strategies.

Thank you for visiting the ACSFP-Association of Chartered Senior Financial Planners website.