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Registered Fiduciary (RF)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization DALBAR, Inc.
Qualification and Educational Requirements
Prerequisites Practicing fiduciary with credentials and licenses appropriate to services being offered, validated by DALBAR during application review
Education Requirements RF fiduciary training and at least one specialty training course by an RF-qualified training organization (approximately 15-20 hours in total)
Examination Type Final designation exam (online, proctored)
Continuing Education Requirements Re-test every five years
Verification and Complaints
Check Designation Status Online None
Investor Complaint Process Online at Adviser Complaints 
Published List of Disciplined Designees None