Printer Friendly

Society of Certified Retirement Financial Advisors Offers New Certification for Financial Advisors Who Serve the Retirees.

Business Editors

WALNUT CREEK, Calif.--(BUSINESS WIRE)--May 10, 2004

New professional certification, Certified Retirement Financial Advisor(CRFA), is the most comprehensive certification offered for financial professionals seeking to provide high quality service to retirees.

The Society of Certified Retirement Financial Advisors is conducting a training and credentialing program for advisors seeking the CRFA(tm) designation in San Mateo, Calif., June 9-12, 2004. Well-respected expert on seniors and retirees, Larry Klein CPA/PFS and Harvard MBA, and author of "Marketing Financial Services to Seniors" will lead the training sessions.

While the entire financial services industry concentrates on difficult to sell baby boomers, smart advisors go where the money is, the retiree market. Over 35 million retirees control more than 70 percent of the assets in the US and have the desire to get professional advice. Advisors wishing to service this market effectively need specialized training to best meet retiree requirements. Advisors with the CRFA(tm) designation will have instant recognition as financial specialists for retirees and seniors.

Training will include:

-- Retiree-specific tax issues and how to avoid taxation of

social security income

-- How to best build a retiree's portfolio for income and tax


-- LTC and related tax issues

-- Advance directives and other related legal considerations

-- Integration of retirement and estate plans

-- Specialized training in marketing to retirees

-- The psychology seniors use to make financial decisions

-- And much more detailed at

Other attributes to the CRFA(tm) designation include annual continuing education to keep advisors up to date on issues impacting retirees, access to an article archive of more than 300 NASD-reviewed articles that can be used for marketing purposes, and listing on This Web site will be actively marketed as a resource for seniors seeking financial advice.

Larry Klein is the president of NF Communications and The Society of Certified Retirement Financial Advisors, and a CPA/PFS, Harvard MBA and Certified Senior Advisor. Over 12,000 financial professionals use his marketing systems to obtain more and better clients, increase money under management, increase commissions and earn more while working less.

For more information on this specialized training please visit the Web site or contact Lisa Noble at 800-980-0192 ext. 235.
COPYRIGHT 2004 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2004, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Date:May 10, 2004
Previous Article:Mitsubishi Forklift Trucks Introduces New Reach Trucks; Packed with Next-Generation Performance and Reliability.
Next Article:Interchange Financial Services Corp. to Present at America's Community Bankers NASDAQ Conference, NYC.

Related Articles
The right choice: choosing a financial planner you can trust.
Fidelity Offers Advisors Innovative Solutions for Pre-Retirees; Program Helps Advisors Capture the Growing Retirement Distribution Market.
AdvisorCentral to Offer Acadient's Online Financial Services Education for Financial Advisors.
New Bain & Company Survey Finds Most Wealthy Near-Retirees Underserved by Financial Institutions.
Designations, designators and degrees: insurance professionals and aspiring professionals have opportunities to increase their knowledge of the...
Organizations that award designations.
Planning for a better world: green financial advisors help point the way.
Retirement Income Industry Association (RIIA) Unveils Solution to Solve Financial Advisors' Income Planning Education Needs; Organization Signals...
One In Three Affluent Retirees Have No Retirement Income Plan, Yet Many Have Started to Withdraw From Savings; MFS Survey Points to Critical Need for...
Designations, designators and degrees: insurance professionals and aspiring professionals have opportunities to increase their knowledge of the...

Terms of use | Privacy policy | Copyright © 2018 Farlex, Inc. | Feedback | For webmasters