Resources
Explore digital resources that highlight how partnership and independence come together at CFD Companies.
Experience the CFD Difference
Download an introduction to how CFD Companies partners with independent advisers to deliver personalized support, operational freedom, and a seamless transition experience built on commitment and shared growth.
CFD Companies at a Glance
Download a one-page summary of CFD Companies that highlights the firm’s experience, independent platforms, and the comprehensive support that gives financial advisers the freedom to thrive.
Home of the Independent
Financial Adviser
Download an overview of how we support independent financial advisers with personalized service, flexible platforms, and long-term partnership.
Home of the Independent IAR
Download an introductory guide to Creative Financial Designs’ adviser-first platform, showcasing our commitment to independence, values-driven investing, modern technology, and long-term growth for financial advisers.
Biblically Responsible Investing
Download to gain insight into our Biblically Responsible Investing approach, highlighting values driven money management strategies designed to align faith, principles, and long term financial goals.
Precision in Partnership
Download a summary of our Precision in Partnership, outlining CFD’s adviser service packages, technology offerings, affiliation fees, E&O coverage, and payout structure designed to support independent advisers.
About cfd Investments
Download a one-page overview of cfd Investments, outlining our Broker/Dealer model, adviser support philosophy, and commitment to independence, partnership, and long-term growth.
About Creative Financial Designs
Download an introduction to Creative Financial Designs, highlighting our values-driven investment philosophy, adviser-focused partnership model, and commitment to independence, integrity, and long-term growth.
Let’s Explore What Is Possible For Your Practice
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