Becoming a Certified Retirement Financial Advisor, by Darcy Bergen

For finance professionals looking to assist seniors with their retirement planning, tax issues, estate planning, and investment strategies, becoming a Certified Retirement Financial Advisor (CRFA) represents one of the key steps to earning official designation. 

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.