5 steps to become TFA

Please send below to contact@TrustedFinancialAdvisor.org

1. Name
2. Zip code in which you work mostly
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 point 1,2,3 above and we would upgrade your account to be TFA