About Us

Society Of CRFA™
A training and credentialing organization preparing and qualifying financial advisors to advise, manage and consult with retirees on maximizing their financial opportunities, financial comfort and financial peace of mind.

The mission of the Society

ETHICS, STANDARDS AND DISCIPLINARY PROCEDURES
CRFA Certificants are held to strict ethical standards. The disciplinary procedures of the CRFA Board have been devised to ensure a fair and reasonable process for a Certified Retirement Financial Advisor™ professional against whom allegations of Code of Ethics violations are brought.