You should complete and submit the application and pay the $35 application fee prior to course or workshop registration. No application will be processed prior to receipt of the application fee. All information provided on the application must be documented or otherwise verifiable. You are required to meet the eligibility requirements in place at the time your application was submitted. Course registration is not complete until you have paid the applicable individual registration fee.
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 678.388.7823 or 866.62MIFSP. 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 102-614
Woodstock, Georgia 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.
If your application is not approved or if you fail to complete the application process for any reason, your application fee, minus a $25 processing fee, will be returned to you.
Please note - You must furnish all pertinent information about any convictions oradministrative action from which you have been previously found liable.
Annual Renewal Requirements
There is no fee required to maintain your designation.
Conferment Requirements:
1. Professional Experience
Minimum Experience:
Within the most recent five years the applicant must have three (3) years of verifiable full-time experience in financial services in one or more of the following areas: financial planning, mortgages, banking, insurance, investments, real estate, or accounting.
A graduate degree obtained within the last five years can substitute for one year of business experience.
2. Financial Services Certification
The applicant must hold at least one current certification from the list below.
NASD, insurance, or real estate license with three years business experience
Undergraduate or Master's Degree with a major in personal financial planning
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Certified Public Accountant (CPA)
Registered Financial Consultant (RFC)
Mortgage Broker's license or three documented years of experience as a mortgage originator or loan officer may be used to satisfy this requirement
3. Educational Requirement
Minimum Requirement: Bachelor's Degree, in any major concentration. (5 years of relevant work experience can substitute for the Bachelor's Degree requirement.)
4. Application
You must complete and submit an application, along with the $35 application fee, and you must be accepted into a MIFSP designation program.
5. 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 examination with a minimum score of 75.
6. Ethics Statement
You must agree to abide by the MIFSP Professional Code of Conduct.
