Requirements and Benefits

Year 1

Requirements

1. Application, including confirmation of existing financial background in the form of designation, license, degree, or verifiable experience
   
2. Completion of 6 courses totaling 24 contact hours: 4 core courses plus 2 electives
   
3. Successfully passing the comprehensive examination
   
4. Acceptance of the RFG® Pledge of Ethical Practice

Benefits from RFG® Certification

1. Superior knowledge of the market and market needs
   
2. Designation as a Registered Financial Gerontologist granted by AIFG and The University of North Carolina at Greensboro
   
3. Public awareness marketing campaign regarding the importance and significance of the RFG® designation
   
4. The AIFG RFG® Registry: Registry in the association of Registered Financial Gerontologists includes referrals to interested local client inquiries, networking with other RFGs, and other sources of potential client referral

Benefits of Membership in the association of Registered Financial Gerontologists

All active graduates of AIFG's REGISTERED FINANCIAL GERONTOLOGIST program are given membership in the association of Registered Financial Gerontologists.

Benefits include:

1. Registry: prominently publicized listing (phone/web based) of all active RFG® designees

2. Access to AIFG's Client Solutions Database, a 60,000+ page information database which can be used by RFGs for improved client service, financial and gerontological information, and referral resources. This service is accessible 24/7 via Internet
   
3. Public awareness marketing and consumer education regarding the importance and significance of RFG® designation as a superior, client-focused financial services designation, and availability of the national Registry of Registered Financial Gerontologist
   
4. Other expanded member benefits to be announced

Year 2 and later:

Requirements for continued active RFG® certification, and association membership:

1. Completion of education courses (on-site or web based) [These continuing education credits may be applicable to the CE requirements of other professional certifications]
   
2. Renewal of the RFG® Pledge of Ethical Practice
   
3. Annual membership fee

Benefits will continue as in Year 1, plus additional benefits to be announced.

Last updated March 4, 2009