Are you an elite financial retirement advisor?  Have  you successfully passed  a comprehensive exam that confirms your elite status?    Certified Retirement Financial Advisor has developed a comprehensive  examination that will verify your knowledge and skills.    Our professional advisors have a minimum of two years of experience as financial advisors serving retirement focused clients or possess two years of educational equivalency that equals the practical job experience.    

Over 1200 financial advisors were invited to participate in our survey that identified the skills and knowledge an advisor should possess in order to provide outstanding ethical service to clients planning their retirement or clients entering the distribution stage of retirement. 

Certified Retirement Financial Advisor (CRFA) and Schroder Measurement Technologies Inc (SMT) then compiled an examination with the help of our subject matter experts.  This comprehensive examination consists of 100 multiple choice questions that require the advisor demonstrate professional knowledge and skills.  Complete our application process and become a CRFA "Elite Advisor."  

CRFA is striving to be an elite organization.  We are working with SMT and their consultant to become NCCA accredited.  NCCA - National Commission for Certifying Agencies or ICE - Institute for Credentialing Excellence  - is one of the two certifying agencies recommended by FINRA.  The accreditation will confirm that we have met standards required to demonstrate our dedication to identifying financial advisors who are ethical and provide professional comprehensive retirement financial services. 

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.

ARE OUR ADVISORS TRULY ELITE?

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

 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.