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Certified Retirement Financial Advisor
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
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