SCRFA


WELCOME TO THE TRAINING DIVISION OF SCRFA
            If you are interested in attending our  Premium Finance
            course, please click this flier .  Your office word editor
            will then allow you fill it in and save it. Then click this
            link to  Lynda McColl and attach the saved flier.

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An NCCA Accredited certification

Download

CRFA Candidate Application

Candidate Guide and Handbook

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THE PROFESSIONAL RETIREMENT TRAINING MANUAL

The Professional Retirement Training Manual helps guide the financial advisor through retirement issues associated with tax efficient recommendations, an understanding of portfolios and security statements, IRAs, insurance, how to title assets, trusts and legacy issues such as funding grandchildren’s education and funding charitable trusts.

CURRENT COURSES

Teleconference Self-Study – The Retirement Academy is offering a self-study – on-demand teleconference training program. The review material and Code of Ethics will be supported by multiple one-hour teleconferences based on the student’s schedule. The course requires 33 hours of study: 24 hours of self-study supported by teleconference instruction and including open book exams for multiple topics within each session, 3 hours for responding to the 4 Ethics discussion questions and teleconference review, 3 hours for cases assigned as homework including discussion of each case and 3 hours for open book final exam over 125 questions. Total cost – $425 includes material and teleconferences.

Live Seminars are offered quarterly or for group instruction upon request. The course requires 33 hours of study: 24 hours of classroom instruction including open book exams for multiple topics within each session, 3 hours for responding to the 4 Ethics discussion questions and classroom review of responses from students, 3 hours for cases assigned as homework including discussion of each case and 3 hours for open book final exam over 125 questions. Total cost – $1500 per person. Discounts are available for groups




Contact Us:
Lynda McColl CPA CRFA – Executive Director
Lori Morris – Administrative Manager



PO Box 453
Mustang, OK 73064
405-376-9976