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. Completion of Service Learning (eight hours to be completed within one year of passing the Comprehensive Examination). Service Learning opportunities include community seminars, professional mentoring, and similar community activities.

5. 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, the American Society on Aging 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. Annual Membership in the American Society on Aging (ASA), including membership in ASA's Business Forum on Aging (BFA) (a $135 value that includes full ASA and BFA member benefits)

4. 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 Gerontologists

5. Service Learning Coordination: Through AIFG and ASA, RFGs will get assistance in identifying and scheduling service learning opportunities in their local area, including seminar scheduling, mentoring opportunities, and other activities which will raise the visibility of the participating RFGs with consumers

6. Discounts on ASA-certified seminar materials

7. Other expanded member benefits to be announced

Year 2 and later:

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

1. Completion of continuing education courses totaling eight contact hours (on-site or web based) [These continuing education credits may be applicable to the CE requirements of other professional certifications]

2. Service Learning (eight hours per year: community seminars, mentoring, and other approved activities

3. Renewal of the RFG® Pledge of Ethical Practice

4. Annual membership fee

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