Certified Retirement Financial Advisor (CRFA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Society of Certified Retirement Financial Advisors
Qualification and Educational Requirements
Prerequisites Three years working experience in financial services and/or specific job skills/classroom training in the financial industry.
Education Requirements 24 credits as outlined in CRFA Candidate Application.
Examination Type Final exam (closed-book, proctored)
Continuing Education Requirements 15 hours each year
Verification, Complaints and Accreditation
Check Designation Status Online Online left navigation, search by name or zip code
Investor Complaint Process Online at About Us. Click on Disciplinary Rules and Procedures to access a Complaint Form
Published List of Disciplined Designees None
Accredited By National Commission for Certifying Agencies (NCCA)