Certified Retirement Financial Advisor (CRFA)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||Society of Certified Retirement Financial Advisors|
|Qualification and Educational Requirements|
Three years working experience in financial services and/or specific job skills/classroom training in the financial industry.
24 credits as outlined in CRFA Candidate Application.
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||