Becoming a Certified Retirement Financial Advisor

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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.

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Darcy Bergen: Qualities of a Great Manager

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Great Management
Image: qualitycoaching.com

An expert manager and qualified leader, Darcy Bergen serves as the President of Clear Solutions for Seniors. Darcy Bergen has also worked as a Branch Manager at a financial planning firm and has acted as Manager and Owner of Darcy Bergen & Associates.

Every great manager retains certain qualities that make him or her excellent at what they do. While some individuals excel or grow in a variety of areas, most great managers have certain key qualities in common.

Commitment: Without the drive to move a team forward, many managers would fail from the start. Managers who do well, retain the vision and motivation to progress, regardless of obstacles or challenges.

Small Steps for the Big Picture: Almost any manager can learn the ways of delegation; however, knowing how to break down a major goal into smaller, more manageable steps is the mark of a unique and successful leader. Details can be just as important as the end result, so thinking small while keeping in mind the big picture can be a huge asset.

Staying Grounded: Just because a manager wields authority does not mean that they must act or appear superhuman. Employees value a leader who can be themselves, connect to those around them, and not hide behind a veil of workplace power.