
The CLF designation is a prestigious credential that sets professionals apart in the field. It's a mark of excellence that demonstrates expertise and commitment to a high standard of practice.
To be eligible for the CLF designation, professionals typically need to meet specific requirements, such as having a certain number of years of experience in their field. This ensures that those who earn the designation have a solid foundation of knowledge and skills.
The CLF designation is often sought after by professionals who want to advance their careers or start their own businesses. It can be a game-changer in terms of credibility and earning potential.
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CE Requirements
The CE Requirements for a Chartered Leadership Fellow (CLF) Professional are straightforward. You must complete 30 hours of approved continuing education over a two-year reporting period.
To put this into perspective, that's equivalent to taking a few online courses or attending workshops every year. The good news is that there are many resources available to help you meet this requirement. MYCPE ONE offers Continuing Professional Education courses specifically designed for CLF professionals.
Here's a quick summary of the CE requirements:
What Are Ethics Requirements?
Ethics Requirements are an essential part of professional development.
For a Chartered Leadership Fellow (CLF) Professional, the Ethics Requirement is quite specific: earning a minimum of 1 hour of Ethics for a reporting period of 2 years.
Continuing Professional Education
Continuing Professional Education (CPE) is a crucial aspect of maintaining the Chartered Leadership Fellow (CLF) designation. CLF professionals must complete 30 hours of approved continuing education over a two-year reporting period.
The CPE requirements are designed to ensure that CLF professionals stay up-to-date with the latest knowledge and skills in leadership, management, and advanced financial planning. To meet this requirement, professionals can choose from a variety of qualified learning activities.
Some recommended learning activities for CLF professionals include live webinars, virtual events, articles, packages, e-books, and certificate courses. These activities can be completed through MYCPE ONE, which offers a range of CPE courses authored and reviewed by industry specialists.
In addition to these activities, CLF professionals can also earn credits by serving as a teacher, speaker, or moderator panelist, or by participating in self-study programs, nationally recognized professional societies, or college courses.
Here is an overview of the CE requirements:
It's essential to note that failure to complete the 30 hours of CE requirements by December 31st biennially will result in loss of the privilege to use the designation mark and advertising credentials, removal from The American College Professional Recertification Program, and potential notification to employers or compliance officers.
Who Should Become a CLF?
If you're looking to advance your career in learning facilitation, becoming a Certified Learning Facilitator (CLF) is a great place to start. This basic certification level supports your professional development and is a stepping stone to becoming a Certified Master Learning Facilitator.
Individuals who are serious about their career in learning facilitation should consider becoming a CLF. It's a mark of excellence in the field and can help you stand out in a competitive job market.
To become a CLF, you'll need to meet the rigorous standards and competencies set by INIFAC. This involves being assessed against a set of peer-reviewed criteria by recognized industry leaders.
If you're looking to become a CLF, you can expect to receive a globally recognized certification that will prove your skills in learning facilitation. This can be a valuable asset in your career, and can even lead to referrals from INIFAC's website.
Here are some benefits of becoming a CLF:
- Be globally recognized for your skill in learning facilitation!
- Receive referrals from our website to potential clients.
- Obtain a discount on the INIFAC Academy.
- Be featured on the INIFAC social media sites.
Qualifying Activities
To earn your Chartered Leadership Fellow (CLF) designation, you need to complete 30 hours of approved continuing education over a two-year reporting period. This can be done through various activities, including live webinars, virtual events, and articles from MYCPE ONE Learning Activities.
These activities are recommended for CLF professionals and can be completed through a variety of formats, such as packages, e-books, and certificate courses. You can also earn credits for serving as a teacher, speaker, or moderator panelist, with one credit earned for every 50 minutes of participation.
To track your credits, you can record and report them online through your College account, which is important in case you're subject to an audit. If you're unsure about what activities qualify, refer to the list below for more information:
- Live Webinars
- Virtual Events
- Articles
- Packages
- E-Books
- Certificate Courses
- Serving as a teacher, speaker, or moderator panelist
- Self-Study programs
- Nationally recognized professional societies or non-profit professional associations
- Colleges or universities
- Designee's employer or other educational organizations
Determining Client-Facing vs Non-Client-Facing Status
To determine your client-facing status as a Chartered Leadership Fellow (CLF), it's essential to understand what that means. Non-client-facing individuals are those who don't work directly with clients regarding sales, recommendations, or advice on insurance or investment products.
Working at a non-profit organization is also considered non-client-facing. This distinction is crucial for your professional development and certification.
If you don't work directly with clients, you're likely non-client-facing. But what does that really mean? In the context of CLF, it means you're not providing advice or recommendations on insurance or investment products to clients.
A non-client-facing role may include working behind the scenes, supporting teams, or focusing on internal operations. This can be a great way to contribute to an organization without being directly involved with clients.
As a CLF, your client-facing status will impact your professional development and certification. Understanding this distinction will help you navigate your career and make informed decisions about your professional growth.
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Qualifying Subject Areas for Professionals
If you're looking to pursue a Chartered Leadership Fellow (CLF) Professional designation, you'll want to focus on courses that cover specific subject areas.
The Leadership Role is a key area of focus for CLF Professionals, and courses that delve into this topic are eligible for continuing education credit.
Organizational Culture and Leadership is another crucial aspect, as it helps professionals develop the skills needed to effectively lead and manage teams.
Strategic Leadership-Planning is also a vital subject area, as it enables professionals to make informed decisions and drive organizational growth.
Team Leadership, Ethics, Diversity, and Crisis Leadership are all important topics that can help professionals develop the skills needed to succeed in a leadership role.
Leading in A Changing Environment is a valuable skill for any professional, and courses that cover this topic can be a great way to earn continuing education credit.
Here are some of the qualifying subject areas for CLF Professionals:
- The Leadership Role
- Organizational Culture and Leadership
- Strategic Leadership-Planning
- Team Leadership, Ethics, Diversity, and Crisis Leadership
- Leading in A Changing Environment
Qualifying Learning Activities for Professionals
To stay up-to-date with the latest knowledge and skills, Chartered Leadership Fellow (CLF) professionals need to complete 30 hours of approved continuing education over a two-year reporting period.
If you're looking for ways to earn those credits, you'll be pleased to know that there are many options available. CLF professionals can earn credits through live webinars, virtual events, articles, packages, e-books, and certificate courses.
These activities are recommended by the MYCPE ONE Learning Activities, and they're a great way to learn new skills and stay current in your field. You can earn credits by participating in these activities, and they're often available online or through professional associations.
In addition to these activities, CLF professionals can also earn credits by serving as a teacher, speaker, or moderator panelist. This can be a great way to share your expertise and earn credits at the same time. Just be sure to provide written confirmation of attendance from the sponsoring organization in the event of an audit.
If you're taking coursework at the College, CE credits will be recorded automatically. However, if you're taking credits outside of the College, you'll need to self-report them. You can record and track all CE credits online through your College account, which is important in case you're subject to an audit.
Here are some examples of qualifying learning activities:
- Live Webinars
- Virtual Events
- Articles
- Packages
- E-Books
- Certificate Courses
Additionally, the following activities may also contribute towards continuing education:
- Serving as a teacher, speaker, or moderator panelist.
- Self-Study programs.
- A nationally recognized professional society or other non-profit professional association, including its chapters.
- A college or university.
- The designee’s employer or any other organization that provides educational programs and meetings.
Remember, earning credits is an important part of staying certified as a CLF professional. By participating in these activities and keeping track of your credits, you'll be able to stay up-to-date and continue to grow in your career.
Non-Qualifying Activities
Courses for state insurance licensing examination or examination (other than FINRA or CFP) for a state or federal license related to financial services are not considered qualifying activities.
Personal development courses, such as motivation, public speaking, or salesmanship, do not qualify for CE credits.
Product presentations and programs less than 50 minutes in length are also non-qualifying activities.
These types of courses and programs are excluded from the CE requirements for Chartered Leadership Fellow (CLF) Professionals.
License Renewal
The license renewal period for Chartered Leadership Fellow (CLF) Professionals is December 31 biennially. This means you'll need to renew your license every two years.
To renew your license, you'll need to pay the annual recertification fee, which is either $190 for client-facing designees or $105 for non-client-facing designees.
Designees who earn their first designation during the first year of a recertification period will recertify during the next recertification period. For example, if you were awarded a first designation on August 1, 2023, you'll need to pay the first recertification fee for the 2025/2026 recertification period and complete 30 hours of CE for the same period.
Here's a summary of the recertification periods for designees who earn their first designation during the first or second year of a recertification period:
License Renewal Period for Professionals
The license renewal period for professionals can vary depending on their specific designation.
CLF Professionals, for instance, have a license renewal period of December 31 biennially.
If you're a CLF Professional, mark your calendar for December 31 to ensure you renew your license on time.
Cost to Renew Professional License
Renewing your professional license can be a straightforward process, but it's essential to know the costs involved.
The annual recertification fee for Chartered Leadership Fellow (CLF) Professionals is either $190 for client-facing designees or $105 for non-client-facing designees.
To renew your license, you'll need to complete 30 hours of continuing education (CE) credits, which cannot be carried over from excess hours earned during a reporting period.
Once you've completed 30 hours of CE, any additional activities will not count toward credit for the following reporting period.
Designees who earn their first designation during the first year of a recertification period will recertify during the next recertification period, and will need to pay the first recertification fee and complete 30 hours of CE for that period.
Designees who earn their first designation during the second year of a recertification period will be exempt from the following two-year period, but will still need to pay the first recertification fee and complete 30 hours of CE for that period.
Here's a summary of the recertification periods and fees:
Certification Journey
Your journey to certification for the CLF designation is a straightforward process. The application package is the same for both the Certified Learning Facilitator and the Certified Master Learning Facilitator.
The requirements for certification as a Certified Learning Facilitator are less stringent than those for the Certified Master Learning Facilitator. This means you'll have a more achievable path to certification.
To get started, you'll need to submit the same application package for both designations.
Frequently Asked Questions
What are the most common financial advisor designations?
Common financial advisor designations include CFP, CFA, ChFC, CPA, and CLU, which demonstrate expertise in financial planning and investment analysis. These credentials can help you find a qualified and trustworthy financial advisor for your needs.
Sources
- https://patch.com/missouri/stlouis/danielle-lukens-northwestern-mutual-clayton-achieves-chartered-leadership-fellow
- https://www.theamericancollege.edu/learn/legacy-programs
- https://my-cpe.com/continuing-education/clf/ce-requirements
- https://inifac.org/certified-learning-facilitator/
- https://www.linkedin.com/posts/georgiamonson_just-received-my-chartered-leadership-fellow-activity-7221139272056102912-28Kz
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