Registered Financial Associate (RFA)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization. |
Issuing Organization | International Association of Registered Financial Consultants (IARFC) |
Qualification and Educational Requirements | |
Prerequisites | 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. |
Education Requirements | One of the following:
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Examination Type | None |
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, Complaints and Accreditation | |
Check Designation Status Online | Online at Find a Consultant |
Investor Complaint Process | Online at Professional Conduct |
Published List of Disciplined Designees | None |
Accredited By | None |