Annual Recertification for CRFA Members

The attached link will download the Annual Recertification Form for CRFA members.

This form may also be found on the link entitled CRFA Publications for Download.

The CRFA Certification Board requires CRFA members maintain and enhance competency in financial principles and various practices associated with the distribution years of retirement in order to make ethical recommendations to people of all ages. CRFA members are required to earn 15 hours of (CE) continuing education annually - 11 hours hours of retirement education and four (4) hours of ethics. The hours must be earned during the current reporting period. Upon request, five hours may be carried forward to the next reporting period for programs that offer in excess of 11 hours of CE.

CRFA members have experience and or knowledge and understanding of four areas of specialty: Insurance, Securities, Tax Planning and Trusts and Estate Planning. CE is not limited to any one specialty. CRFA members are encouraged to augment their specialty with a broad scope of information from all of the specialties in order to enhance their comprehensive level of competence.

CE may be earned by:

Live Presentations
Self-study programs
Completing Professional Licenses and Designation Examinations
Teaching

Courses that address retirement issues and are approved by the CRFA employer, state insurance license departments, FINRA and other certifications will be accepted.

Annual Renewal Update:

CE Required: 11 hours of retirement education and 4 hours of ethics.

Annual Renewal Rate: $295-Charter Member

$345-Non-Charter Member

Charter Membership available for purchase until Accredited: $150

All renewals are due on the first day of the month of expiration and will be considered outstanding on the first day of the following month. The following fees will apply as of January 1, 2012:

$295/$345 on or before the final day of the month of expiration

YOU MAY NOT USE THE CRFA MARK WHEN CEs AND/OR DUES ARE OUTSTANDING

30-90 days outstanding - $295/$345 plus $25 late fee

91-180 days outstanding - $295/$345 plus $45 late fee

181-365 days outstanding - $295/$345 plus $100 late fee

Renewals in excess of 365 days outstanding require the member retake the CRFA exam and pass the exam with a scaled score of 70 or greater.