An educational program focused on issues associated with retirement.    It is included in the curriculum of MidAmerica Christian University (an accredited  university), available through our self-study program, and offered in a seminar format.  Check our Training Options tab on the left banner.

This designation has been approved by:  American Equity Insurance Company, Centaurus Financial Inc., FSC Securities Corporation (includes Sage & Royal Alliance), LPL Financial, PlanMember Securities Corporation (in Carpinteria, CA), Transamerica Insurance, Investment and Retirement and more.  

CRFA is pleased to have one of our own, Jim Brogan CRFA,  named Advisor of the Year by Senior Market Advisor, the leading print publication for financial advisors specializng in retirement services.   The honor was announced in their September edition of the magazine.  See our CRFA in the News tab to view the cover and the article.   

CONGRATULATIONS TO JIM BROGAN

                    TIO

CRFA TEST SCHEDULE     

CRFA has contracted with SMT to assist with the psychometric evidence required for the accreditation application and to correct any deficiencies that they identify.  We implemented our new test in January and now we are conducting actual exams in order to gather data that will be utilized to prepare a Test Analysis study.   This study is a required component of our application to NCCA.   Our goal is to make application to NCCA in  January 2012.    

If you purchased our Special offer and are preparing for the CRFA exam, we will continue to hold webinars to support applicants.   Our FREE scheduled webinar reviews are scheduled as follows. 

PLEASE REGISTER FOR EACH WEBINAR TO RECEIVE YOUR UNIQUE LINK.  IF YOU HAVE A PROBLEM JOINING THE WEBINAR, PLEASE CALL 888-259-8414.  THIS IS OUR WEBINAR SUPPORT SERVICE.

Scheduled webinars:  (Central Time)    

 (NCCA-National Commission for Certifying Agencies or ICE-Institute for Credentialing Excellence.  This is one of the two certifying agencies recommended by FINRA.)   

 FREE WEBINARS FOR MEMBERS and anyone interested in retirement planning.  -  Please invite your friends

Many retirement financial planning issues are covered in detail in our training material.  Is your advisor trained in the following areas? 

• 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 15% rate
• 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
• Advance directives
• IRD, and elimination 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 Certified Retirement Financial Advisor® gives consumers the ability to work with an ethical financial professional with the knowledge to advise retirees on how to preserve and manage their financial assets during the golden years.