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CHEA

Certified Home Equity Advisor (CHEA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization National Association of Insurance and Financial Advisors (NAIFA)
Qualification and Training Requirements
Prerequisites

Candidates must be NAIFA members and be actively engaged in a profession related to financial services, insurance, mortgage lending, retirement planning, wealth management, or a related advisory field.

Designation Training Requirements

Training program offered via online, in-person or hybrid instruction 

Designation Exam Type

Closed book, proctored final exam offered online or in-person 

Continuing Education Requirements

1 hour annually

Verification and Complaints
Online Designation Resource

Online at Find a Financial Professional

Investor Complaint Process

Submit complaints in writing to:
CHEA Certification Commission, c/o Executive Director
1000 Wilson Blvd, Suite 1890
Arlington, VA 22209

Published List of Disciplined Designees

None

CFOA

Certified Futures and Options Analyst (CFOA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization International Council for Derivative Trading (ICFDT)
Qualification and Training Requirements
Prerequisites

None

Designation Training Requirements

Optional self-study curriculum or ICFDT-authorized training program

Designation Exam Type

Online or in-person proctored exam

Continuing Education Requirements

None

Verification and Complaints
Online Designation Resource

Online at CFOA Registry 

Investor Complaint Process

Submit complaints via email to [email protected]

Published List of Disciplined Designees

None

IPA

Impact Philanthropy Advisor (IPA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Daylight Advisors, Inc.
Qualification and Training Requirements
Prerequisites

Candidates must have three years of related work experience (e.g., wealth or tax advising, fundraising or gift planning, foundation staffing, philanthropy or nonprofit consulting)

Designation Training Requirements

Online, self-study training program and live group discussions 

Designation Exam Type

Open-book quiz at the end of each course

Continuing Education Requirements

10 hours annually

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

None

Published List of Disciplined Designees

None