CRFA Educates Financial Advisors via SCRFA – The Retirement Academy

SCRFA - The Retirement Academy pic
SCRFA – The Retirement Academy
Image: scrfa-academy.org

Darcy Bergen combines his knowledge of retirement solutions and insurance products as the owner of Bergen Financial Group. In addition, Darcy Bergen also is a Certified Retirement Financial Advisor (CRFA).

The CRFA organization holds accreditation from the National Commission for Certifying Agencies. Individuals credentialed as CRFAs maintain a high standard of professional services by completing a comprehensive exam and then by fulfilling a client’s needs, even after they make a sale. CRFAs also are trained in interpreting tax returns, educating clients on a variety of insurance products, and estate planning.

The CRFA organization established SCRFA – The Retirement Academy to support prospective CRFAs. This training program aims to educate future financial advisors and prepare them for careers in the financial services industry. SCRFA – The Retirement Academy teaches students through one-on-one and teleconference sessions, online classes, and live seminars. The academy also provides students with The Professional Retirement Manual, a review guide covering different aspects of retirement. After completing the training program, students are qualified to sit for the CRFA exam.

“Steps to Becoming a Certified Retirement Financial Advisor,” by Darcy Bergen

Darcy Bergen, the president of financial advisory firm Clear Solutions for Seniors, holds the title of Certified Retirement Financial Advisor. This elite status recognizes an advisor’s experience and expertise in working with clients planning for or living in retirement.

To become certified, a professional must have at least three years of experience working in the financial services industry or the equivalent in classroom training. Qualified individuals then may take the certification exam, which tests the candidate’s expertise in financial planning for retired persons. The test consists of 100 questions and covers taxes, investments, insurance, and trusts.

Exam questions typically focus on applying financial knowledge to practical situations. The Society of Certified Retirement Financial Advisors grants certification to those candidates who receive a score of 70 percent or above on the four-hour test. Advisors who earn certification must maintain their status through continuing education and an annual pledge of ethical client services.