To earn the Certified Retirement Financial Advisor (CRFA) designation, individuals need to complete 24 hours of secondary education with a professional financial services focus. The curriculum must emphasize practical skills that will serve employees as well as employers. After completing coursework, individuals must pass an exam in six key areas of knowledge: tax issues for retirees, investment concepts for retirement, general retirement principles, estate planning, government programs and social security, and CRFA ethical standards.
Maintaining the designation involves the annual renewal of one’s CRFA membership and the earning of continuing education units. In addition, individuals must demonstrate adherence to a code of ethics. Individuals interested in learning more about the designation should check out the Candidate Guide & Handbook at CRFA.us.