Registered Fiduciary (RF)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | DALBAR, Inc. |
| Qualification and Training Requirements | |
| Prerequisites | Candidates must be practicing fiduciaries with credentials and licenses appropriate to services being offered, validated by DALBAR during application review |
| Designation Training Requirements | Online, self-study training course |
| Designation Exam Type | Online, proctored, final exam |
| Continuing Education Requirements | Five hours annually |
| Verification and Complaints | |
| Online Designation Resource | Online at Find an RF |
| Investor Complaint Process | Online at Adviser Complaints |
| Published List of Disciplined Designees | None |
