Minimum Requirements:If the applicant is a mortgage professional, they must have two years of verifiable full-time business experience as either a mortgage originator or loan officer. If applicant is a mortgage broker, only one year of verifiable full-time business experience is required.
If the applicant is a licensed insurance agent, registered representative, investment adviser, adviser representative, accountant, or real estate agent, they must document two years full-time business experience and document passage of a general or introductory mortgage finance course (documented knowledge or training in mortgage origination can substitute for documented passage of a general or introductory mortgage finance course).
An undergraduate or graduate degree within the last five years qualifies as one year of business experience.
2. Financial Services Certification
Certification: Applicantmust hold at least one current certification from the list below.
·Mortgage Broker’s License or two years documented experience as a mortgage originator/loan officer or mortgage underwriter.
·NASD or insurance License with two year business experience.
·Real Estate License
·Bachelor's or Master's Degree with a major in Personal Financial Planning
·Certified Financial Planner® (CFP®)
·Certified Public Accountant (CPA)
·Chartered Financial Consultant (ChFC)
·Registered Financial Consultant (RFC)
3. Educational Requirement
Minimum Requirement: High School Diploma
4. Course Requirement
You must complete the required MIFSP coursework by attending the workshop or by taking the required self-study course. And you must pass the comprehensive examination with a minimum score of 75.
5. Ethics Statement
You must agree to abide by the MIFSP Professional Code of Conduct. 6. Application
You must complete and submit the application along with the applicable $75 fee prior to course or workshop registration. No application will be processed prior to receipt of the applicable fee. All information provided on the application must be documented or otherwise verifiable. You are required to meet the conferment requirements in place at the time your application was submitted.
All information pertaining to the program is on this web site. If you have questions after you have reviewed the requirements, you may contact MIFSP via e-mail at info@myfsp.org or by telephone at 770.852.7489. You may contact MIFSP via U.S. mail at the address listed below.
Mortgage Institute for Financial Services Professionals
Admissions
1426 Towne Lake Parkway
Suite 102
Woodstock, GA 30189
Once your application has been received, it will be reviewed by MIFSP. MIFSP will either approve or reject the application or additional information maybe requested. Approval or denial of the application is at the sole discretion of MIFSP.
