Legacy Certification Process

Planner Participation Requirements and the Legacy Certification Process

Legacy by Design may form a Strategic Alliance with financial planning firms in order to offer comprehensive succession planning to the agricultural community.

The Certification Process

A financial planner must be selected and meet certain criteria in order to participate in this Alliance and become a Legacy Certified Advisor^TM. The criteria for certification includes:  

• Advanced designation, to include but not limited to CFP®, ChFC®, CLU, CPA, JD.
• A minimum of 10 years experience in the financial services industry.
• Understanding of and appreciation for the rural lifestyle.
• Appropriately licensed/registered for financial planning, accounting and/or law.
• Participate in Legacy by Design’s Certified Advisor Program, attend regular conference calls, and contribute in advisor study sessions.
• Maintain a high level of client satisfaction.
• Follow Legacy by Design’s Comprehensive Succession Solution.
• Act in a professional manner with uncompromising integrity.  

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