1. Do you consider yourself a financial planning professional?

2. Do you have a financial planning educational credential?

3. Do you have a professional financial planning certification?

Planning practitioners, do your publicly provided personal financial planning services:

• demonstrate competent and ethical financial planning practices?
• distinguish you from financial planning pretenders?
• demonstate the use of your planning education or experience for the benefit of your clients?  

The Mortgage Institute for Financial Services Professionals (MIFSP) brings Honor, Opportunity, Professionalism, and Ethics to public practice personal financial planning by providing:

• The public with a means of identifying competent, ethical, and experienced financial planners.
• Practitioners with a means of distinguishing themselves from financial planning pretenders (who may or may not be old school certified).
• Practitioners with an opportunity to demonstrate not only their ability but their willingness to utilize their planning education and experience in service to consumers, customers, and clients.
• Practioners with a means of leveling the financial planning playing field.

MIFSP enables financial planning practitioners to cut through and overcome:                                                                

• Million dollar marketing campaigns that promote hype and gobbledygook.
• A mult-tude of financial designations and titles.      
• Various financial services practice standards.
• Regulatory failures, gaps and oversights.
• The breakdowns in corporate governance.
• Excessive borrowing and risk taking by households.
• Systemic breaches in accountability and ethics in the public and private sectors, and
• The historical lack of transparency in personal financial planning.

MIFSP helps practitioners to be prepared, willing and able to provide unsupervised, a personal professional financial planning experience and service for consumers, customers and clients alike.

MIFSP helps practitioners:

• Utilize the common body of knowledge that serves as the foundation of personal financial planning.
• Provide financial planning services diligently.
• Make appropriate recommendations.
• Disclose conflicts of interests.
• Provide adequate information so that client’s can make intelligent financial decisions, and
• Present their financial planning qualifications honestly and fairly.

MIFSP provides designated and non-designated financial services professionals alike, regardless of their financial specialty, concentration or focus, access to original research and scientifically based financial planning tools and services that affords them the opportunity to proactively demonstrate their ability to provide a professional personal service inline with the financial planning process and the principles of fair trade.