Requirements for Obtaining the CRFA Designation

​Experienced fiduciary and financial advisor Darcy Bergen serves as the president of Bergen Financial Group, a leader in retirement education and planning. Bergen Financial Group has offices in Peoria and Phoenix in Arizona. Darcy Bergen holds the Certified Retirement Financial Advisor (CRFA) designation.

The CRFA designation is issued by the Society of Certified Retirement Financial Advisors. It is given to financial advisors who have demonstrated commitment to providing advice on retirement-related matters and competence in dealing with the complexities of retirement planning.

Applicants for the CRFA designation must have earned relevant education and significant work experience in the financial services industry. As an alternative to work experience, the applicant may have earned classroom training or possess specific job skills in the financial industry.

All professionals who hold the CRFA designation have completed 24 hours of classroom instruction or self-study in related subjects such as taxes, securities, insurance, estates, and trusts and have passed the qualifying exams. These professionals have agreed to observe a code of ethics and further their knowledge through continuing education.

Darcy Bergen ; Requirements for Obtaining the CRFA Designation

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