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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)