Certified Retirement Financial Advisor (CRFA)
Designation Essentials | |
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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 and Complaints | |
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 |