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.
OUR CURRENT TRAINING OPTION:
Teleconference One-on-One Training
The Retirement Academy is offering an on-demand teleconference training program. The review material and Code of Ethics will be provided in either e-mail format or CD format. The trainer will schedule one-hour teleconferences for reviewing the subject matter and will discuss the material at the student’s pace.
Click <<here>> for the flyer to purchase this training program. The material cost is $435. The one on one training teleconference package is an additional $75.
Questions may be directed to Lynda McColl at (405) 760-0243 (cell) or e-mail at Lynda@crfa.us.
Should you require assistance at any of our seminars, such as any special need you may have, please contact Lynda at Lynda@crfa.us. We will make every effort to accommodate those needs.
LIVE SEMINAR TRAINING PROGRAM
Live seminars are offered quarterly or for group instruction as requested.
The fee for the three-day course is $1500 per person. Group discounts are available upon request.
Package fee for the review course and the CRFA exam is $1750 per person. Group discounts are available upon request.
The time condensed course will consist of 33 hours of the curriculum as follows:
18 hours of class instruction
- 8:00 am to 12:00 noon (includes one hour of testing at the end of each class instruction period)
- 1:00 pm to 5:00 pm
Six (6) open book exams
- One hour at the end of each class instruction period
- Covers class instruction material
- Exam questions will be in a teaching format
- Exam will be discussed during the first class period following the exam
- Three cases will be assigned at the end of each day
- Each case will require approximately three hours to complete
- Case one (1) will address personal and business tax related issues
- Case two (2) will focus on building a portfolio utilizing insurance and securities products
- Case three (3) will be comprehensive and include estate planning
Students who complete the 33 hours for continuing education will receive a Certificate of Completion.
Students who wish to take the proctored CRFA exam will have the opportunity to meet with the Certification Coordinator and schedule the exam for the morning of day four or at their local proctored testing center.
Registration applications for teleconference training are processed the same day of receipt. Fees for this training program may be refunded less $50 processing fee up to the transmission of training materials.
The Retirement Academy has contracted with an instruction developer to create online video classes. We plan to launch this program by September 1, 2015.
On-line class registration fees may be refunded less $50 processing fee until such time as the applicant’s name has been submitted to The Retirement Academy software provider. Registration fees are valid for one year.
Registration fees for live seminars may be transferred from one seminar to another over an 18-month time period. Fees will be refundable less a $100 processing fee only if the applicant notifies The Academy no later than three (3) weeks prior to the start of the seminar.
The Retirement Academy
501 North Mustang Road, Suite D1
PO Box 453
Mustang OK 73064