Darcy Bergen, the president of Bergen Financial Group in Peoria, Arizona, works closely with seniors to enhance their financial protection. Furthermore, Darcy Bergen’s Certified Retirement Financial Advisor (CRFA) qualification enables him to serve them well.
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.
Financial advising professional Darcy Bergen focuses on assisting senior clients in planning for the future. In conjunction with his professional life, Darcy Bergen is a member of the Million Dollar Round Table (MDRT), a national group for finance professionals who practice with a high degree of ethics and success.
Benefits of MDRT membership include exclusive meetings and access to useful online resources. The Million Dollar Round Table Foundation acts as the charitable arm of the MDRT and helps provide support to nonprofit groups and projects around the world.
Over the past 57 years, the MDRT Foundation has raised and donated more than $30 million to a wide variety of initiatives. In 2016 alone, the foundation has already awarded more than 90 grants, including donations to the Bella Project, Iraq and Afghanistan Veterans of America, and the YMCA of Metropolitan Hartford. Qualifying charitable organizations interested in applying for a grant from the foundation can do so through the easy-to-use online portal at mdrtfoundation.org/grants/submit-a-grant-application/.