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Registered Fiduciary (RF)

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