Investment Advisor
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  What is the approximate number of employees in your company? (select only one)


2. Which of the following best describes your title? (select only one)
Financial Planner/Investment Advisor Manager/Director
Investment Manager/Consultant Home Office Executive
Stockbroker/Registered Representative Other (please specify)
Accountant/CPA/PFS/PFP
President, CEO, Principal, VP


3. The following best describes your business activity: (select only one)
Independent Financial Planning Firm/RIA/Investment Advisory Accounting Firms
Insurance Broker-Dealer Bank/Trust Officer
Full Service Securities/Brokerages/Broker-Dealer Other (please specify)


4. Do you personally sell or recommend investments or advise clients on investment and/or asset management?
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5. What is your income source? (select only one)
Commissions Only
Fees Only
Fees & Commissions


6. What are the total assets under your management? (select only one)
Over $100 million $10 - $24.9 million
$50 - $100 million $1 - $9.9 million
$25 - $49.9 million Under $1 million


7. Which license, registration, and/or designation do you hold? (select all that apply)
Life/Health CHFC
Variable Life CLU
RIA or Assoc. RIA CPA
Series 6 JD/LLB
Series 7 Series 65
Series 22 Series 66
Series 24 CFA
Series 63 CIMA
MDRT Other
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This will allow us to electronically deliver proof to the CFP Board that you have gained CE credits from our online tests.


8. To which organization(s) do you belong? (select all that apply)
NAPFA NAVA
CFA Institute SFSP
IMCA ABA
FPA FSI
AICPA-PFP IARFC
NAIFA Other


9. Due to the auditing verification rules, we are required to ask a personal question. What state were you born in?


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