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 Professional 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) |