Educational Certifications

Certificate of achievement awarded to Thomas J. Duffy by the Certified Financial Planner Board of Standards, Inc., dated October 14, 1996, signed by Kevin R. Keller, CAE, Chief Executive Officer.

A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process.

Certification document from the College for Financial Planning, awarded to Thomas Duffy, CRPC, authorizing use of the title and with an expiration date of January 16, 2027.

The CRPC® certification program is for experienced financial advisors who wish to offer more comprehensive retirement advice to individual clients. Financial advisors face an increasingly complex onslaught of retirement planning questions as aging baby boomers look for investments to meet their lifestyle needs in 10 years, 20 years, and beyond, as well as determining when they can actually retire. This program will help you define a “road map to retirement,” enabling you to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning.

Certificate from The Institute for Divorce Financial Analysts awarded to Thomas Duffy for Certified Divorce Financial Analyst on December 29, 2021, with signatures and an IDFA logo.

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Certificate of registration for Thomas Duffy as a Social Security Analyst from the National Association of Registered Social Security Analysts, dated July 8, 2025, featuring an official seal and a signature.

The National Association of Registered Social Security Analysts Ltd.