An Overview: CRFA Certification Requirements

Darcy Bergen leverages more than two decades of financial services experience to lead as president of Bergen Financial Group in Arizona. In addition to his extensive professional background, Darcy Bergen maintains a membership with the National Association for Fixed Annuities and holds a Certified Retirement Financial Advisor (CRFA) credential.

The CRFA credential is administered by the Society of Certified Financial Advisors, a leading professional organization in the area of financial needs for retirees. The credential ensures competency in serving the financial needs of retirees through a written exam that covers tax issues, investments, government programs, estate planning, ethics, and other retirement principles.

To sit for the exam, candidates must first meet minimum educational and professional prerequisites. These include at least 24 hours of secondary education in areas related to financial services, such as tax planning, estate planning, or security analysis. Moreover, at least three years of professional experience in retirement financial advising is required, as is an endorsement from a current CRFA member.

For additional information on the CRFA, which is accredited by the Institute for Certifying Agencies’ National Commission for Certifying Agencies division, visit www.crfa.us.

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