NAFI Forms

Application for a new NAFI membership.

Application to reinstate a lapsed NAFI membership.

Application to apply for Life Membership

This form is to be used to inquire about a NAFI/CFEI's status.

The newest version of the CFEI Application (Effective August 1, 2022) is a PDF fillable form, once saved to your computer. The older version of the CFEI application will no longer be accepted.

The newest version of the CFEI Application (Effective August 1, 2022). The older version of the CFEI application will no longer be accepted.

Proctor Form and Contract for CFEI Exam

Application for those needing to retest after the 6 month waiting period.

Application for removal of provisional from CFEI Status prior to your 2 year expiration date.

This form can be used to appeal the International Certification Board's decisions.

This form can be used to file a grievance or complaint about an active NAFI/CFEI.

Recertification Form in PDF fillable format

If your CFEI Recertification is more then 1 year past due you MUST retake the CFEI exam. This form must be completed and sent in.

New version of the CFII Guidelines and Application Materials. The CFII Application is a PDF fillable form, once saved to your computer.

New CVFI Guidelines and PDF Fillable Application. The CVFI Application is a PDF fillable form, once saved to your computer.

Application for NAFI's Errors and Omissions Insurance. You must be a NAFI Member to apply.

General Information on NAFI's Errors & Omissions Insurance program. Includes contact for a quote.

IAFI Membership Application

IAFI Fellow (F-IAFI) Application and Instructions

Hertz discount card for NAFI members