The only financial advisor credential focused solely on management of retireee financial assets retirement plan retirement planner retirement savings
72t rmd fixed income retirement investing retirement income retirement account retirement annuity certified senior advisor casl
Advisor Login
Home
Training Options
Syllabus
Certification
SCRFAâ„¢ Publications for Download
Comparison
Graduate Comments
Compliance Informaiton
FAQs
CRFA™ In The News
Marketing
Contact Us
About Us
CRFA Featured Advisors
Retiree Survey
Locate an Advisor
Enter search criteria to find an Advisor in your area.
Mission Statement

crfa_downloadMission Statement
Society Of Certified Retirement Financial AdvisorsR

  1. To increase the knowledge of advisors serving clients from an industry dominant focus on accumulation products, services and strategies to an orientation focused on retirement distribution products, services and strategies

  2. To train an elite group of financial advisors committed to serve the unique financial needs of retirees

  3. To encourage the transition from product sales person to financial advisor

  4. To train financial service professionals desiring a more complete understanding of all retiree financial concerns, not just the concerns they have been trained to address with product solutions

  5. To match retirees seeking a financial advisor with graduates of the CRFAR training

  6. To raise the level of ethical care used when managing or advising on retiree finances, desiring to make a meaningful difference in the client's retirement life span

  7. To act as advocates for retirees as volunteers and educators in their communities and in their financial institutions
retirement annuity
Home Training Options CRFA Marketing Program Credential About Contact

© 2008 Certified Retirement Financial Advisor™ | 888-880-2732 | inquire@crfa.us | Powered by WinWorld
The Society of Certified Retirement Financial Advisors is not affiliated with the CFA Institute
certified senior advisor
casl