The Institute launches online registry

By Staff | January 24, 2013 | Last updated on January 24, 2013
1 min read

The Institute for Advanced Financial Education (The Institute) announced today the launch of an online public registry of Institute designation holders.

The registry will allow clients and potential clients to check if their financial advisor holds the CLU or CHS designations, and whether their advisor is in good standing with The Institute. The public registry lists everyone who is currently authorized to use the CLU and/or CHS designation. Individuals who fraudulently hold themselves out as CLU and/or CHS designation-holders will be reprimanded and may be subject to legal action. staff


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