CRFA received NCCA accreditation in January 2013.  Recently, NCCA reaccredited the Society of Certified Retirement Financial Advisors examination program, Certified Retirement Financial Advisor (CRFA), for a five year period expiring January 31, 2018.   

CRFA was founded in 2003 and recognized as a 501 (C) 6 not-for-profit entity by the IRS in 2008. CRFA is a professional certification organization acting in the public interest by establishing and enforcing education, examination, experience and ethics requirements for certification.    

The Society of CRFA received NCCA accreditation of its CRFA program by submitting an application demonstrating the program's compliance with the NCCA's Standards for the Accreditation of Certification Programs.   NCCA is the accrediting body of the Institute for Credentialing Excellence (ICE).   Since 1977, NCCA has been accrediting certifying programs based on the highest quality standards in professional certification to ensure the programs adhere to modern standards of practice in the certification industry. 

There are five NCCA accredited entities listed on the FINRA designation list. CRFA is one of the five designations.

 What is a Certified Retirement Financial Advisor (CRFA)? 

A CRFA is an elite accredited advisor who has successfully passed a comprehensive competency exam covering retirement issues.  CRFA are more concerned about objective recommendations regarding their client's financial goals than selling a product.  

CRFA are interested in their client's community because they are part of that community.  CRFA are team players who work with other professionals to provide comprehensive financial services for their clients.  A CRFA does not sell a financial service to the client and then just walk away.

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WE ARE SEEKING PRACTICE ENHANCEMENT WEBINARS AS WELL AS EDUCATIONAL WEBINARS.   IF YOU WOULD LIKE TO MAKE A PRESENTATION TO OUR MEMBERSHIP PLEASE SEND YOUR INFORMATION TO This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  

If you are seeking a financial advisor who will place your goals above a commission, then you are searching for an elite CRFA accredited advisor.

Our advisors are team players who have been tested over some of the following retirement issues:

• Retirement taxation issues 
• How to reduce tax on social security income
• The real facts about deductibility of LTC premiums
• Reporting LTC benefits as income
• Use of rule 72t and 72q for early retirees-and the dangers
• Retirement distribution planning, which preferred share dividends qualify for the special tax rates
• Four ways to avoid capital gains tax
• The true comparison of tax free bonds and annuities
• 1035 and 1031 exchanges and much more
• Appropriate use of trusts and how trust can protect your beneficiaries
• Advance directives
• IRD, and elimination or reduction of estate tax
• How to build a low risk equity portfolio for retirees
• How to build a secure retirement income using fixed income ladders and annuity ladders

Regardless of any other designations or licenses that your advisor may hold, working with a CRFA gives consumers the ability to work with an ethical financial professional with the knowledge to advise clients on how to set goals that preserve and manage their financial assets during the golden years.