Mission Statement Society Of Certified Retirement Financial AdvisorsR
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 To train an elite group of financial advisors committed to serve the unique financial needs of retirees To encourage the transition from product sales person to financial advisor 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 To match retirees seeking a financial advisor with graduates of the CRFAR training 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 - To act as advocates for retirees as volunteers and educators in their communities and in their financial institutions
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