This document certifies thatEvan Sussmanhas satisfied all professional, educational and examination requirements; agreed to abide by the NACFF Code of Conduct; and achieved the certificationMarch 24, 2023Rick McClanahan
March 24, 2026114639725
Rick McClanahan, CEOCERTIFIED FINANCIAL FIDUCIARY®Accreditation #9088Issue Date:Certificate Number:Expiration Date:
This document certifies that
Evan Sussman
has satisfied all professional, educational and examination requirements;
agreed to abide by the NACFF Code of Conduct;
and achieved the certification
March 24, 2023
Rick McClanahan
March 24, 2026
114639725
Rick McClanahan, CEO
CERTIFIED FINANCIAL FIDUCIARY®
Accreditation #9088
Issue Date:
Certificate Number:
Expiration Date:
Evan Sussman
The Certified Financial Fiduciary® certification is the only designation that focuses solely on training financial professionals to be true holistic fiduciaries. It is the only designation that clients and prospects can recognize as helping to protect them. Certification is reserved for financial professionals who have successfully completed a rigorous certification and training process established by NACFF; who agree to uphold the NACFF Code of Conduct; and who comply with all certification requirements when providing advice to potential or existing clients. Certified Financial Fiduciary® professionals are bound by a Code of Conduct that holds them to the highest standards of professionalism in the financial services industry.
Skills / Knowledge
- Demonstrate expert knowledge of fiduciary standards.
- Always put the client's best interest first.
Issued on
March 24, 2023
Expires on
March 24, 2026
Earning Criteria
Optional
Meet one of the following prerequisites:
a. Possess a professional financial certification/designation or
b. Professional financial license (securities, insurance, accounting, etc.), or
c. A combination of education and experience deemed satisfactory by the NACFF Advisory Council.
AND, pass a full background check and be in good standing with all state and federal license requirements.
Successfully complete the NACFF one-day in-person training, complete the NACFF online training course or a training program for financial fiduciary practice approved as equivalent.
Pass a two-hour, 80 questions certification examination.
Agree to uphold the Certified Financial Fiduciary® Code of Conduct; and comply with all certification requirements.