Instructions for filling out the CFEd® Application Form
This form needs to be completed in detail.
: Please include today’s date
: Print your name exactly as you want it to appear on your CFEd® document.
: This would be the name of the company for which you work.
: This would be the address of the office which you use for business.
Office Phone and Fax
: This should be the office phone and fax which you use to conduct business.
: Please provide us with your last 5 years employment history (without any gaps). If you were unemployed during certain period, please state so.
Years of Experience:
Please indicate the number of years that you have actually been practicing in the area of financial services or other related fields (accounting, estate planning, debt management, planned giving, etc.).
Please indicate what you were doing during your years of experience in the financial services industry or related field. For example, if you have been a registered representative or an insurance agent, a bank officer, or any other particular
occupation, please list all positions during your years of experience.
Related Field Experience
: The importance of this category is simply to list the type of field experience which you have had. Regardless of designations, you may have extensive experience in assisting clients with financial decisions and advising and guiding those clients in the area of financial services. Example: “I have worked with clients in the area of financial and estate planning including helping determine and solve insurance needs, College Financial Planning concerns, as well as helping them with risk tolerance in the area of investment planning. I’ve accomplished this both as a financial services representative and as a General Agent for the last 15 years”.
Credentials and Designations
: Please indicate all credentials and designations which you have earned which relate in any way to the financial services industry or to education and teaching. Example: CLU, ChFC, CFP, LUTCF, BA in Education, etc.
Type of Teaching or Description of Course
: For teaching or training experience, please list that experience in the space provided, including any situation in which you were training or guiding others. Examples would include specific courses that you helped to moderate or teach, including presentations in clubs, charitable organizations, etc., as well as specific product or concept teaching in your field. This type of teaching or training experience may have even occurred before you joined the Financial Services industry.
Number of Years
: This relates to the information asked for just above and would indicate the number of years that you have been involved in some type of teaching or training.
Where did the training that you listed above take place? Was it in your business office, at a specific school location or elsewhere?
Degree or Certification:
While a degree or certification is not required, if you have an educational degree or any certification you have earned as an instructor of any kind, please indicate what it is here. Examples could be a BA in education, Instructor
for new associates in your organization, Instructor in the area of Financial Planning Courses, etc.