Requirements
There are no requirements or prerequisites for the "Certificate in Fiduciary Studies".
The requirements and prerequisites for the GFS designation include:
Have completed another FINRA-listed professional (such as the CFP, CFA, CIMA, or AIF) - see complete list
http://apps.finra.org/DataDirectory/1/prodesignations.aspxor
Have completed a graduate degree in business, law, finance, or economics
or, if the candidate does not meet the above requirements
Complete an additional eight hours of ficuciary studies from one of the following six practice areas: retirement planning; wealth management; financial planning; health care and special needs planning; trusteeship (foundations/endowments); or, insurance planning.
Continuing education requirements:
- Every two years the GFS designee must undergo a peer review plus complete 15 hours of approved coursework
