Career Details

Certified Retirement Financial Advisor

Description

Certification testing is offered to financial advisors who have at least three (3) years working experience in financial services and/or specific job skills/classroom training in the financial industry, as fundamental knowledge of insurance, investments and taxes will be assumed for testing purposes. Certification is granted to financial advisors who achieve an exam score of 70 or more.

Certifying Organization

Society of Certified Retirement Financial Advisors

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? 1 year(s)

Certification can be renewed with Continuing Education Units? Yes

Certification can be renewed with re-examination? No

Certification can be renewed with Continuing Professional Development? No

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Qualified 401(k) Administrator

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

B - Advanced

Certificate name

Tax-Exempt & Governmental Plan Consultant

Certifying Organization

National Tax-deferred Savings Association

Type

B - Advanced

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