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Motivate and Take Your Advisors to the Next Level

To properly recognize the producers who participate in the Producer Development Series, LIMRA offers a designation for the completion of courses in each stage:

  • The Associate Financial Advisor (AFA) designation is conferred for Stage 1.
  • The Master Financial Advisor (MFA) designation is conferred for Stage 2.

Pricing

A non-refundable processing fee is required for all designations. Please reference the applicable application form for more information.

Producer Level Designation: $50
Manager Level Designation: $100

Associate Financial Advisor (AFA) designation

To earn credits producers must complete the following courses in the PDS 100 Series:

Producers earn a designation after completing 30 credits in a particular stage. Each current course carries 10 credits, based on the content and level of the curriculum.

Master Financial Advisor (MFA) designation

To earn credits producers must complete the following course in the MFA series:

  • MFA Level 1: Building a Strong Foundation (6 Modules)
  • MFA Level 2: Putting Clients First (4 Modules)
  • MFA Level 3: The Business Advisor (2 Modules)

The MFA Series is restructured in 12 half-day modules with both self-study and facilitator-led segments that can be delivered consecutively or spread out over a series of weeks.