5 steps to become TFA

Please send 1,2,3 details to contact@TrustedFinancialAdvisor.org

1

2

3

4

5

1. Name

2. Your work zip code

3. A copy of your valid credentials - CFA, CFP or similar

4. Once we validate your credentials, Your account would be created & you would get invitation code

5. You can use this inviation code, Click on "Register as TFA" and you are all set

If you have already joined the website as a client, you can send us points 1,2,3 above and we would upgrade your account to be TFA

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