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Mission Statement

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Our Mission Statement:

Our mission is to educate financial advisors concerning financial services required to meet the needs of a retiree during the distribution years in a knowledgeable and ethical manner.  The mission includes principles of competency and objectivity.

 

TRAINING OPTIONS

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The next Live training will be: 

No classes are scheduled at this time.  Please check our website for new offerings.    

Let us know if you would like to host a seminar in your area.  Call our office at 405-376-9976.  

Should you require assistance at any of our seminars, please contact Lynda McColl at 405-376-9976.   We will make every effort  to accommodate any special needs.          

FAX OR E-MAIL YOUR COMPLETED REGISTRATION FORM TO 405-376-1455.  YOU WILL BE CONTACTED BY OUR STAFF MEMBER WHO WILL COORDINATE WITH THE TRAINING PROVIDER. 

Cancellation Policy:  Registrants who cancel or fail to attend the CRFAR seminar may apply their tuition to a future training event within 24 months.   If the program is cancelled, registrants may apply their tuition to a future event or request a full refund of their tuition.

Call 888-880-2732 or email us at info@crfa.us for details.

Onsite Training: 

Approved Training Providers:

Paul Dyer - National Trainer

Tax Partners, LLC
Bangor, ME  04401-1000
http://www.taxpartnersllc.com
Paul is currently working in NC, TN, TX and CA
Let us know if you are interested in attending one of his seminars.
Classroom Training and On-Line Options:

Approved Training Providers:

MidAmerica Christian University
Oklahoma City, OK 
We have a contract with this accredited four year University to offer our course as a general education course with 3 hours of college credit in both classroom and on-line distance learning format.
A continuing education seminar class will also be offered on-line.

MidAmerica Christian University has learning partnerships in Chicago, IL; Columbus and Cleveland, OH; Columbia, MD; Brooklyn, NY; and, Charleston, WV. 

   
The courses are under development.  Please watch this site for offering dates.    
Self Study - new format:

Approved Training Provider:

Certified Retirement Financial Advisor
501 North Mustang Road, Suite I                     Available 9-8-2010
PO Box 453
Mustang OK 73064                                Registration for Self-Study
Phone: 888-880-CRFA (2732)
Fax: 405-376-1455
www.crfa.us

Lynda McColl, CPA, CRFA is the coordinator

The Society is now offering a new format for self-study. The material is offered in e-book format in either Adobe or MicroSoft Word 2007.  The three day seminar has been segmented into three separate offerings.  You may purchase each segment based on your budget of money and time.   There will be webinars offered to support the material and provide an opportunity for discussion.  When you are comfortable with the material you have two options.  

1.  Continuing education units will be awarded by passing a proctored exam using the test administered by MidAmerica University for college credit (check with us to see if we have been approved in your state) at a fee charged by the University.

2.  Proctored exam for certification as a Certified Retirement Financial Advisor administered by SMT (includes CE if approved by your state).  The Test Application publication on our website details how to apply for this exam.  The fee is $295.

Speakers Bureau

To have a member of the Society speak at your local or national event, please email inquire@crfa.us with the location, dates, details, estimated attendance and a description of the meeting and your organization.

Check our membership list using the search function on the left banner.  

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The Society of Certified Retirement Financial Advisors is not affiliated with the CFA Institute
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