Ameriprise Financial introduces CMFA

Ameriprise Financial announced that it has partnered with Dalton Education to create a ‘first-to-market’ Certified Military Financial Advisor™(CMFA) certification. The certification is earned through an intensive mix of training and learning development modules typically completed over the course of 40-50 hours that provides a deep understanding of the unique life circumstances and the benefits available to Veterans, active duty, Reserve, National Guard and their families. Advisors who earn the certification are equipped with knowledge and expertise to help military members maximize resources and achieve their financial goals with confidence.

“Each and every day, Ameriprise advisors deliver personalized advice to our clients, and we are excited about helping our advisors tailor their approach to serve the unique needs of those who have honorably served and sacrificed for our country. Our advisors care deeply about supporting these brave women and men with exceptional care and advice. The CMFA gives them tools and training to help service members harness the unique resources available to them and confidently reach their goals for the future.” – Mike Greene, former officer in the U.S. Army and Senior Vice President, Financial Advice and Advisor Business Group at Ameriprise Financial.

CMFA is available exclusively to Ameriprise advisors through June 2024. After that point, the certification will be available to all qualifying advisors in the industry.