Chartered Retirement Advisor

Chartered Retirement Advisor (CRA) is a specialized qualification program offered by Equalifi Academy. CRA Designation demonstrates a professional’s commitment to advising on retirement-related topics. To qualify for the CRA designations, financial professionals must complete a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations and last but not the least the qualifying exam.