About Certified Retirement Financial Advisors™

The Society of Certified Retirement Financial Advisors awards the CRFA designation. CRFA™(Certified Retirement Financial Advisor™) graduates are generally experienced financial planners who desired to get a focused education in financial issues of special concern to retirees. This is the only designation focused on financial issues facing retirees. CRFAs complete a four-day program, pass a closed book final exam and must obtain 15 hours of continuing education annually.

Topics studied: (see the complete curriculum)

1. How to structure retiree portfolios for increased income, less risk and reduced taxes

2. How retirees make financial decisions and skills for presenting to retirees

3. Estate and long term health planning

4. Tax issues specifically affecting retirees

5. Asset protection

CRFA™ in the Press and Trade Publication

Educational sites maintained by the Society of Certified Retirement Financial Advisors on retirement planning, financial estate planning, IRA distributions, income investing and other financial issues for seniors and retirees:

Retirement Investing
Retirement Income