Registered Financial Associate (RFA)
|Currently offered and recognized by the issuing organization.
|International Association of Registered Financial Consultants (IARFC)
|Qualification and Training Requirements
Bachelor's or graduate degree in financial planning from an institution offering an IARFC-approved or CFP-equivalent curriculum, or financial professional with less than three years financial service industry experience.
|Designation Training Requirements
One of the following:
|Designation Exam Type
|Continuing Education Requirements
Forty hours every two years in the field of personal finance and professional practice management. Four hours every two years must be devoted to ethics.
|Verification and Complaints
|Online Designation Resource
Online at Find a Consultant
|Investor Complaint Process
Online at Professional Conduct
|Published List of Disciplined Designees