Profile

dollar-544956_640SCRFA Board Members
Leonard Quimby – President
Joe Webb – Vice-President
Chris Kline – Secretary
Kevin Swanson – Member-at-Large
Dale Cazes – Public Member

SCRFA Retirement Academy Education Board
Dr. Rafeek Mikhail – Chairman of Education Division
Lynda McColl – Executive Director and Subject Matter Expert
Greg Weisheit – Subject Matter Expert
Jeff Fleming – Instructor
Jerome Chenevert – Online Instructional Designer (Contractor)

Society Of CRFA™
A training and credentialing organization preparing and qualifying financial advisors to advise, manage and consult with retirees on maximizing their financial opportunities, financial comfort and financial peace of mind.

SCRFA Code of Ethics

The Society of Certified Retirement Financial Advisors has established a Code of Ethics for members. The Code embodies five fundamental principles of ethical conduct.

Members promise :

1-To conduct their business according to high standards of honesty and fairness and to render that service to their clients so that any “prudent man” would agree that their conduct and business practices are beyond reproach.

2- To provide competent and “client centric” services. If products or services do not fit the prospect or client, they will identify that fact as soon as possible and withdraw.

3- To establish a method of performing a comprehensive review of client’s financial circumstances and make appropriate referrals to other financial professionals for services that might be beyond CRFA’s specific area of expertise.

4- To provide prompt handling of client’s financial affairs and immediately address client concerns, dissatisfaction, or complaints.

5- To advertise honestly, to use appropriate sales materials and presentations, and to provide a balanced view of all recommendations.

ETHICS, STANDARDS AND DISCIPLINARY PROCEDURES
CRFA™ Certificants are held to strict ethical standards. The disciplinary procedures of the CRFA™ Board have been devised to ensure a fair and reasonable process for a CERTIFIED RETIREMENT FINANCIAL ADVISOR™ professional against whom allegations of Code of Ethics violations are brought.

To review our Disciplinary Rules and Procedures, click on this link: Disciplinary Rules & Procedures