About the RFG® Certification Program

Become a Registered Financial Gerontologist, and

• Deliver financial solutions in a comprehensive manner with increased knowledge of the older client's broad based needs

• Enhance your credibility and position in the marketplace

• Learn the skills necessary to increase sales, fee-based revenue and commissions

• Secure your listing in the National RFG Registry so consumers can easily find you.

The RFG® will drastically differentiate you from your competition by providing you with in-depth knowledge of prospective clients -- biology, psychology, sociology and demography - and help you understand the lifelong wealth span issues and aspirations of aging individuals.

The RFG® program is appropriate for financial professionals in a wide variety of fields who are interested in specializing in the practice of wealth span planning for older consumers and their families. For example, professionals in the following disciplines would benefit from earning the RFG® designation:

• Accountants

• Attorneys

• Certified Public Accountants

• Insurance Agents

• Financial Planners

• Reverse Mortgage Lenders

The RFG® designation will be conferred on financial professionals who:

• Successfully complete a curriculum taught by leading academics and practitioners from several disciplines within the field of financial gerontology

• Pass a comprehensive certification exam

• Agree to fulfill a service learning requirement

• Subscribe to a code of ethics

Continuing education will be required to maintain the RFG®.

The curriculum for the REGISTERED FINANCIAL GERONTOLOGIST designation includes four core courses plus a growing selection of electives.

The core courses cover:

• An exploration of the longevity, boomer demographics and recent financial history as elements of the new science of wealth span planning

• The connections between health, wealth and aging analyzed via the basic physical and psychological processes of aging as influenced by social dynamics

• An examination of how ethical and legal issues affect financial advisors and their clients over the course of the lifespan

• The challenge of financing longevity, seen through age-sensitive strategies for transforming accumulated wealth into lifelong income

Current electives explore:

• Family and intergenerational aspects of aging

• The aging network of community resources available to financial advisors

• The financing of long-term care solutions

• Financial preparedness for later life

• Successful marketing to the 50+ consumer

Click here for more information about the curriculum and other program elements.

Wondering how it all works? Click here for an explanation.