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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.

Insurance CE available for the following states upon completion of the CRFA exam:

CFP - 30 hours 
California - 24 hours
Delaware - 20 hours
Florida - 24 hours
Idaho - 14 hours
Maryland - 11 hours
Missouri - 16 hours
Oklahoma - 24 hours
Texas - 15 hours
Washington State - 21 hours 
 
We are working with many other states for CE approval. 
 

TRAINING OPTIONS

Our Live Training Programs (Seminars)  have been suspended due to our efforts to secure test takers for our new exam.  However, as of January 1, 2013  we will resume seminars for groups. 

Seminars are available for groups of six (6) or more individuals.  Seminars are three days of training, 8:00 a.m. to 5:00 p.m. and include the CRFA training manual.  Our  prices vary based on the number of individuals attending, location and services to be provided (food items, presentation equipment, etc.).    

If you are interested in hosting a seminar, please call Lynda McColl at 405-376-9976 or send an e-mail to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

OUR CURRENT TRAINING PROGRAM:

The Certification examination cost is $295.  

You may use any study material you prefer; however, if you wish to use our training material we are offering all 3 E-Books for $100.   The regular price is $275 each.  This includes a free webinar to help you review the material. 

If you would like to attend a webinar to review the material prior to purchase, please send an e-mail to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .    If you would like to take advantage of this offer, please send Lynda an e-mail and ask for the Special Price Invoice.

Self-Study Program Effective January 1, 2013 -  Training manuals will be organized into five segments plus the Code of Ethics.  Webinars will be available. 
Comprehensive Program:  Pricing for this program includes all five segments, Code of Ethics, and 5 CRFA recorded webinars.                $1000   

Separate Segments:  Applicants may elect to purchase each segment separately.  Each segment will be priced at $250.  The Code of Ethics will be provided free.    Total for all five segments  $1250

In order to earn Continuing Education units, you must pass the CRFA exam as required by your state.


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.    

Cancellation Policy:  Registrants who cancel or fail to attend the CRFATM 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 This e-mail address is being protected from spambots. You need JavaScript enabled to view it for details.


On Site Training Providers: 

Approved Training Providers:

We are seeking Seminar Trainers.  Please contact Lynda McColl at This e-mail address is being protected from spambots. You need JavaScript enabled to view it if you are interested in our program.  We require the trainer be a CRFA graduate who is in good standing.   


On-Line Options:

We are offering webinars to assist anyone who has purchased our training material.   For the dates and time of the webinars, please check our home page.

   
Effective January 1, 2013 we will offer webinars in two formats:  Interactive and Recorded.   We will post the details of the webinars as soon as we have completed all the details. 
Self Study Provider:  

Approved Training Provider:

Certified Retirement Financial Advisor
 
501 North Mustang Road, Suite D1                 
PO Box 453
Mustang OK 73064 
Phone:  405-376-9976                    Registration_for_Self_Study - 
Phone: 888-880-CRFA (2732)                                        
Please note Special Pricing on this form if wish to use this form for the special offer.
Fax: 405-376-1455
www.crfa.us

Speakers Bureau

To have a member of the Society speak at your local or national event, please email This e-mail address is being protected from spambots. You need JavaScript enabled to view it  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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© 2008 Certified Retirement Financial Advisor™ | 888-880-2732 | inquire@crfa.us
The Society of Certified Retirement Financial Advisors is not affiliated with the CFA Institute

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