Becoming a Certified Retirement Financial Advisor

National Commission for Certifying Agencies pic
National Commission for Certifying Agencies
Image: credentialingexcellence.org

Based in Phoenix, Arizona, Darcy Bergen has worked for more than two decades building a successful career as a financial consultant. As president of Bergen Financial Group, Darcy Bergen maintains accreditation as a certified retirement financial advisor (CRFA).

Recognized by the National Commission for Certifying Agencies, CRFA encompasses a network of financial professionals who specialize in a wide range of retirement services. Prior to receiving designation as a CRFA, however, individuals must complete 24 college-level hours of classes that focus on financial services and practical professional tools. Prospective members must then take the organization’s comprehensive computer-based exam at a local testing center. This 100-question exam assesses six areas of expertise, such as retirement investment concepts, tax issues, and social security programs.

Upon receiving admission as a CRFA, members must pledge to follow the organization’s code of ethics, which ensures that they maintain a high standard of professional principles throughout their work. Additionally, members must renew their certification every year and complete 15 total hours of continuing education courses in retirement and ethics.

Published by

Darcy Bergen

Darcy Bergen serves as a finance executive and entrepreneur.

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