Joe Overfield Earns Certified Financial Fiduciary ® Designation

Joe Overfield Earns Certified Financial Fiduciary ® Designation

Joe Overfield, President/Owner of Intelliplan Financial, has earned the Certified Financial Fiduciary ® designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary ® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first.

Certified Financial Fiduciary ® is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and The American Financial Education Alliance (AFEA), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

The National Association of Certified Financial Fiduciaries (NACFF) was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with fiduciary standards. They have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as a Certified Financial Fiduciary ®.

To become a Certified Financial Fiduciary ®, Joe Overfield met the following requirements:

  • Exemplified the highest standards of morals, ethics, and fiduciary standards of service
  • Successfully completed a rigorous training and certification process
  • Passed a certification exam with a score of 75% or better
  • Passed a full background check and is in good standing with all state and federal license requirements
  • Business office was reviewed for best practices and compliance
  • Completed and submitted the signed Certified Financial Fiduciary ® Application for Certification.
  • Agreed to the NACFF terms of awarding and maintaining certification
  • Agreed to abide by and uphold the Certified Financial Fiduciary ® Code of Conduct

The Certified Financial Fiduciary ® course is offered in various states across the US. The exam includes multiple-choice questions on subject areas including identifying what a fiduciary is, understanding the different types of fiduciaries, what triggers fiduciary responsibility, the best interest standard, the SEC Best Interest Regulation proposal, the NACFF code of conduct and fiduciary pledge of Good Faith, Care, and Loyalty to our Client’s Best Interest.”

For more information about National Association of Certified Financial Fiduciaries™ and to register online, visit www.nationalcffassociation.org or email info@nationalcffassociation.org.

Learn more information about Joe Overfield.

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser.  Registration as an investment adviser does not imply a certain level of skill or training. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice.

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