by John Darer CLU ChFC MSSC CeFT RSP CLTC
“Qualified Settlement Fund Planner” is a purported certification, designation or title floating about in settlement planning cyberspace
and for the life of me, with all of my renowned research skills, I can’t seem to find an accredited institution that awards such purported certification, designation, title, or an e-book or leaflet about it. Nothing was shaking, nothing was stirring. Not a morsel, not even a smidgen. Not ” Mickey”, nor “Minnie”, or even “Jerry”.
English Capitalization Rules:
- Capitalize the First Word of a Sentence. …
- Capitalize Names and Other Proper Nouns. …
- Don’t Capitalize After a Colon (Usually) …
- Capitalize the First Word of a Quote (Sometimes) …
- Capitalize Days, Months, and Holidays, But Not Seasons. …
- Capitalize Most Words in Titles.
Source: Grammarly
Here is what I found on the trail…
- Registered Settlement Planner (RSP)
- Qualified Financial Planner (QFP) Candidate must have a minimum of three years experience in the field of Financial Planning and hold one or more of the following designations: Chartered Financial Consultant (ChFC) Certified Financial Planner (CFP) Master of Science with a Financial Planning concentration (MS)
- Master of Science in Financial Services with a Financial Planning concentration (MSFS) Personal Financial Specialist (PFS) Source: FINRA
Then the trail goes cold
Even if someone is knowledgeable about a particular subject such as qualified settlement funds, the use of “Qualified Settlement Fund Planner” is a “seems fishy” moment to imply a professional certification or designation, should not be tolerated in the profession or by financial regulators..
Last update April 24, 2026 (trail image).