The Society of Certified Retirement Financial Advisors owns the certification marks CRFATM and Certified Retirement Financial AdvisorÔ in the U.S., which it awards to individuals who successfully complete CRFATM Board’s initial and ongoing certification requirements.

The Society of Certified Senior Advisors owns the certification marks CSA® and Certified Senior Advisor® in the U.S., which it awards to individuals who successfully complete CSA® Board’s initial and ongoing certification requirements.