Daniel P. Batty CFP®,ChFC®,CFBS,CFS®,CLTC



The Certified Financial Planner™ (CFP®) designation is conferred by the Certified Financial Planner Board of Standards, Inc. Candidates must have a bachelor's degree (or higher) from an accredited college or university, three years of full-time personal financial planning experience and complete a course of study in financial planning topics. Candidates may be exempt from the course of study requirement if he or she holds one of the following: CPA, ChFC®, CLU, CFA, Ph.D in business or economics, Doctor of Business Administration, or attorney's license. All candidates must successfully complete the CFP Certification Examination. CFPs are subject to the CFP Board's ethical standards.


The Certified Family Business Specialist (CFBS) designation is offered by The American College and is offered exclusively to agents of Massachusetts Mutual Life Insurance Company. Candidates must have two years’ experience in the financial services industry. Candidates must complete the following three classes:

Financial Statements & Business Valuation Analysis, Business Succession Planning I and BusinessSuccession Planning II.


The Certified Fund Specialist® (CFS®) designation is offered by the Institute of Business and Finance (IBF) and includes six modules, three non-cumulative exams and one case study. Each exam is based upon two modules and consists of 50 multiple-choice questions. A written case study is required and is based on a one-page pattern provided by IBF.


The Chartered Financial Consultant (ChFC®) designation is offered by The American College. A candidate must successfully complete all courses in the program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures. Three years of full-time business experience is required and must be within the five years preceding the date of the award. The applicant is required to successfully pass nine courses, seven required courses and two electives.


The Certified in Long-Term Care (CLTC) designation is owned by the CLTC Board of Standards, Inc. A CLTC designation is obtained by taking a 7-part multi-disciplinary course. The program is offered either in a 2-day classroom setting or by Correspondence Course. Individuals are required to pass a written examination and the designation is renewable every year. Once a candidate passes the examination, that individual must provide a certificate of good standing, or equivalent, from the candidate's state insurance, authority and an affidavit, under oath, stating that the candidate has not had a judgment relating to fraudulent behavior in their profession entered against him or her in the past 5 years.