Working with the CFSLA Professional

 

All financial professional who have earned the CFSLA designation are held to the highest standard of professional competence, ethical standards and fiduciary responsibility. In order to use the designation, the designee must also have the following in place:

  • Proper professional financial certification/designation or professional financial license
  • Earn 10 CE credits per year (6 specifically in college or student loan topics)
  • View Annual update (July/August) & year end webinar (December)-(Live or Recorded)
  • Operate under a Fiduciary Standard

College Affordability LLC is responsible for the authorizing the certification for the CFSLA designation.  The CFSLA advisor agrees to follow the policy and procedures of the above code of ethics.  College Affordability LLC will investigate any allegations put forth against a CFSLA advisor.

CFSLA Directory

 

College Affordability LLC has compiled a list of financial professionals who have completed and received the CFSLA Designation. 

The Advisors having the CFSLA designation are listed below.

Click here

Register a Complaint

 

If you would like to file a complaint against a CFSLA Advisor for professional misconduct, please send an email to support@efcplus.com .  To make sure your complaint is valid we require that your provide documents and evidence to support the statement of unprofessional competency.

Once our investigation is complete, if it has determined that the complaint was valid then College Affordability LLC will remove the professional from our list of certified CFSLA advisors.  College Affordability LLC is not legally responsible for any of the actions or recommendations that the CFSLA advisor provides to their clients.