An experienced financial advisor, Bergen Financial Group president Darcy Bergen makes technical strategies easier to understand. A Certified Retirement Financial Advisor (CRFA), Darcy Bergen has built a reputation among retirees in such services as wealth transfers, trusts, and safe money concepts.
A Certified Retirement Financial Advisor (CRFA) is a professional who provides in-depth education in areas that concern retirement. To be certified and admitted into the Society of Certified Retirement Financial Advisors, a candidate should have accumulated at least three years of experience in financial services or classroom training in the field of finance. Also, he or she should have 24 hours in secondary education that focus on financial services such as securities, income tax, and trusts. Finally, all CRFAs have passed a proctored exam designed to assess the candidate’s preparedness and ability to become a CRFA.
After certification, CRFAs must complete at least 15 hours of continuing professional education annually. On top of all these practical prerequisites, a higher requirement must be adhered to by all CRFAs - that is to abide by the professional code of ethics and standards to preserve the reputation of the profession.
A Certified Retirement Financial Advisor (CRFA) is a professional who provides in-depth education in areas that concern retirement. To be certified and admitted into the Society of Certified Retirement Financial Advisors, a candidate should have accumulated at least three years of experience in financial services or classroom training in the field of finance. Also, he or she should have 24 hours in secondary education that focus on financial services such as securities, income tax, and trusts. Finally, all CRFAs have passed a proctored exam designed to assess the candidate’s preparedness and ability to become a CRFA.
After certification, CRFAs must complete at least 15 hours of continuing professional education annually. On top of all these practical prerequisites, a higher requirement must be adhered to by all CRFAs - that is to abide by the professional code of ethics and standards to preserve the reputation of the profession.
