How to Secure a CRFA Designation

​Darcy Bergen is an accomplished financial advisor who has led Bergen Financial Group as its president since 2003. Among his other credentials, Darcy Bergen is a certified retirement financial advisor.

Administered by the Society of Certified Retirement Financial Advisors (SCRFA), the certified retirement financial advisor (CRFA) designation demonstrates a focused proficiency in complex retirement planning procedures and strategies. Although there are no official credentialing prerequisites, CRFA candidates must have professional experience and industry-specific education to pass the CRFA exam. Specifically, SCRFA recommends three years of work in the financial or investment service industries and 24 CRFA educational credits.

To obtain the CRFA credential, candidates must pass an official exam covering six subjects. They include general retirement principles, retirement investment concepts, retirement taxation, government programs, estate planning, and ethical principles. SCRFA estimates that 72 percent of candidates pass this 4-hour exam on their first attempt, while 90 percent pass on their second attempt.

Darcy Bergen ; Requirements for Obtaining the CRFA Designation

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