The following publications are available on this page:
Annual Recertification for CRFA Members
Disciplinary Publication - Includes Complaint Form
Confidentiality and Records Retention Policy
2009 Job Analysis
CRFA members must recertify their membership annually.
You may download the following link to access the Annual Recertification form and Code of Ethics signature form. Please fax completed two page form and signature page for Code of Ethics to 405.376.1455 or e-mail to
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. Ethics Exam is found on the Graduate Login Page under the tab Resourses.
CRFA_Recertification_Document - Please include copies of your CE Certificates.
SCRFA engaged the firm of Schroder Measurement Technologies, Inc. to perform a Job Analysis. The analysis was designed to develop a certification examination program meeting the standards established in The Joint Standards for Educational and Psychological Testing (AERA< APA< and NCME, 1999) Standards 14.10 and 14.14.
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| Continuing Education |
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Every CRFATM member is required to obtain 15 hours of retiree-financial specific continuing education towards their annual renewal.
CRFA™ Continuing Education (CE) is a recertification process and therefore the courses you take should be directly linked to the knowledge, skills, and abilities covered in the original training class. Retiree specific issues taken from the various areas within the financial planning discipline are the focus of the CRFA™.
In addition, we have links to several providers that offer courses in retiree specific topics that are approved for CRFA™ Continuing Education. Most of these courses also qualify for PACE or CFP® credit.
Future Continuing Education teleconference topics (under construction)
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| Disciplinary Publication |
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SCRFA members must maintain their level of competency through continuing education. They must also agree to continue to abide by the Code of Ethics, a primary agreement for elite advisors, and continue to provide objective recommendations. The following link provides the public with the forms to file a complaint and the options available to the member. If the Society agrees that the member has violated their rules of ethics, the publication also contains the disciplinary actions the Society will take against the member.
Disciplinary_Rules_and_Procedures
Confidentiality and Records Retention Policy
The Society standards are among the most rigorous, using both technology and standards enforcement to ensure that data is stored, used and disposed of in a secure and sensitive manner.
Confidentiality_and_Records_Retention_Policy.
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2009 Job Analysis
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The analysis consisted of a survey that was posted on-line. Individuals in the financial advisory services responded by identifying the topics they considered essential to retirement. Their responses were mapped to the existing question data base. Where there were deficiencies, SMEs participated in writing new questions.
To review the material included in the Job Analysis, click on this link:
2009 Job Analysis
