Conferment Requirements

1. Professional Experience

Minimum Requirements: The applicant must have three years of verifiable full-time business experience in financial services within the last five years in one or more of the following areas: mortgages, banking, accounting, insurance, investments, financial planning, or real estate.

A graduate degree within the last five years qualifies as one year of business experience.

2. Financial Services Certification

Certification: Applicant must hold at least one current certification from the list below.

· Mortgage Broker’s License or three years documented experience as a mortgage originator or loan officer.

· NASD or insurance License with three years business experience.

· Bachelor’s or Master’s Degree with a major in Personal Financial Planning

· Real Estate License

· Certified Financial Planner® (CFP®)

· Certified Public Accountant (CPA)

· Chartered Financial Consultant (ChFC)

· Registered Financial Consultant (RFC)

3. Educational Requirement

Minimum Requirement: Bachelor's Degree, in any major concentration

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.