The Certification Board of the Society of Certified Retirement Financial Advisors offers examinations based on information and skills professionals should have when advising seniors. To become a CRFA, individuals must score a scaled 70 or higher on a 100-question multiple-choice test compiled by subject matter experts, members of the certification board, and over 1200 finance professionals with three years of prior experience as advisors for retirees.
Attaining status as a CRFA can be difficult, but the designation ensures quality for retirees looking for consultation and peace of mind in their financial retirement. For more information on becoming a CRFA, visit www.crfa.us.
Darcy Bergen is President of Clear Solutions for Seniors. In his current role, he consults with retirement-age individuals to assist them in their long-term financial planning and wealth transfer strategies. Bergen has been a member of the finance industry for over two decades. As a CRFA, he remains up-to-date on the latest developments in retirement strategies.