WE ARE ACCREDITED!!!
as of January 31, 2013
We are pleased to announce that accreditation has been awarded to the Society of Certified Retirement Financial Advisors. For those who have walked with us through this process, we thank you. Below are two documents that we proudly submit.
Accreditation Certificate
Letter from NCCA
Certified Retirement Financial Advisor
Are you an elite financial retirement advisor? Have you successfully passed a comprehensive exam that confirms your elite status? Would you like to transition from product sales to providing objective retirement financial advice? The Certification Board of the Society of Certified Retirement Financial Advisors has developed a comprehensive examination that identifies advisors knowledge and skills. Certified Retirement Financial Advisor is bestowed on advisors who are successful and pass the examination with a scaled score of 70 or greater. Our professional advisors have a minimum of three years of experience as financial advisors serving retirement focused clients or possess three years of educational equivalency that equals the practical job experience. Retirement issues are not "senior" issues, but issues for every client who seeks financial planning. Our elite advisors help their clients plan their long range goals. The client's goals may include education for themselves, maximizing their employer retirement plans, paying for their children's education, and planning the point in time when they can exit their career.
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. The Certification Board of the Society of Certified Retirement Financial Advisor (SCRFA) 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 an elite certification. We secured the services of SMT and their consultant to prepare the standards that were submitted to NCCA - National Commission for Certifying Agencies through ICE - Institute for Credentialing Excellence. NCCA is one of three certifying agencies recommended by FINRA. The accreditation confirms 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, Security Benefit Life Ins. Company and more. We are contacting all insurance companies and state agencies to submit our accreditation certificate.
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
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