CFS Refresher

The CFS Refresher is designed for Certified Financial Specialists (CFSs) who have attended the required semiannual CFS Forums and need to extend their appointment to maintain their designation. During this training, we will evaluate each CFS’s understanding of the Financial Planning Worksheet (FPW) and their ability to use it effectively. Participants will be required to complete an FPW during the session, which will then be reviewed. If a submitted FPW contains multiple errors or demonstrates a lack of understanding of its functionality, the participant will be required to retake the full three-day CFS training.

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