How the REGISTERED FINANCIAL GERONTOLOGIST (RFG) Program Works


The REGISTERED FINANCIAL GERONTOLOGIST (RFG) program is a professional education program. It involves a 6 course program of study followed by a comprehensive examination. Once the courses have been completed and the examination passed, the student will be considered to have mastered the RFG course of professional study.

The program is designed for financial professionals who are interested in specializing in the practice of wealth span planning for older consumers and their families. A financial background is an important prerequisite for the program, since the curriculum focuses on gerontological issues in a financial context, as well as some advanced financial analytical tools. For information on how to register for the program, see Registration, below.

The courses in the program are qualified as providing Continuing Education credits for various other professional programs and designations. Here is more information.

(For those with a gerontological background seeking greater knowledge of the products, financial advisory issues and the financial context relating to older consumers, AIFG has a separate program, Foundations of Financial Gerontology.)

Basic tuition for the full course of study, including the examination, is $1500. For information on how to pay tuition, see Payment, below.

Note:

Early admission pricing:
$1250
with early registration and payment

Your tuition covers the four Core Courses and two Electives which comprise the RFG program.

This includes:

  • copies of presentation materials,

  • a full set of background documents and supporting materials, and

  • all documentation for Continuing Education credits

Related textbooks are also available at additional cost.

After completing the four Core Courses at a single location, you may take your electives either at the same location or at other venues. It is expected that you will complete all courses within a fifteen-month period; please inquire about exceptions.

The program is offered a number of times each year. For information on where the courses can be taken, see Schedule, below.

Maintaining mastery of the subject matter and properly meeting consumer needs and expectations involves ongoing effort, including a code of ethics and a continuing education and/or service learning component. For details about each of these components, click on the appropriate link to the left.

Schedule

AIFG offers programs around the country during the year. All electives may not be offered during any given program. Custom programs for particular groups can also be scheduled.

For details on the current program schedule, click here.

Registration

To register, simply enter information about your qualifications and indicate your preferences regarding the program using our online registration.

If you would prefer to apply in writing, you can print off and complete a paper registration application , and mail it to us. The paper application is in PDF format (you will need Acrobat Reader, available for free from the Adobe.com site: www.adobe.com/products/acrobat). Or you can request a paper application form by calling our toll-free number: 1-877-277-2434 or

Payment

There are several ways to pay tuition for the program.

Online, you may pay your tuition through PayPal, the leading secure transaction service in the world, with over 12 million users and $2 billion in secure transactions to date. Major credit cards are accepted, except American Express. If you register online, you may proceed directly to payment.

Offline, pay by mail with a check. Simply mail your check, payable to "American Institute of Financial Gerontology" or "AIFG" to our administrative office:

American Institute of Financial Gerontology
Administrative Offices
215 Ferguson Building
524 Highland Avenue
The University of North Carolina at Greensboro
Greensboro, NC 27412
Tel: 877-277-2434
Fax: 336-314-4113

If you have already registered and simply wish to pay your tuition, you can go directly to the payment page.


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Registered Financial Gerontologist is a trademark of AIFG.