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Society Of Certified Retirement

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 208160840 ✦ Mustang, OK ✦ Designated as a 501(c)(6)

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Overview

What is Society Of Certified Retirement?

Society of Certified Retirement, abbreviated as SCRA, is a nonprofit organization known for offering educational training to financial advisors. This accredited body, recognized by the National Commission for Certifying Agencies (NCCA), focuses on providing Continuing Education (CE) credit to its members. The organization's primary mission revolves around offering educational programs and testing to enhance the knowledge and skills of financial advisors.


Official website here: www.crfa.us

Is Society Of Certified Retirement legitimate?

Society Of Certified Retirement is a legitimate nonprofit organization registered as a 501(c)(6) entity. Society Of Certified Retirement submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.crfa.us

What is the mission statement of Society Of Certified Retirement?

The Society of Certified Retirement, abbreviated as Scrfa, is an organization that is accredited by NCCA. Its primary mission is to offer educational training for financial advisors, enabling them to earn continuing education credits. The organization focuses on providing comprehensive educational programs and assessments to enhance the knowledge and skills of financial advisors in their field.


Official website here: www.crfa.us

What is the revenue of Society Of Certified Retirement?

Society Of Certified Retirement's revenue in 2020 was $5,805.


Official website here: www.crfa.us

Who are the executives of Society Of Certified Retirement and what are their salaries?

Here are 2 key members and their salaries:


Lynda C Mccoll (Executive Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Webb (President Of Scrfa)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.crfa.us

Where can I find the form 990EZ for Society Of Certified Retirement?

Society Of Certified Retirement's most recent form 990EZ was submitted in 2020 and can be accessed here.


Official website here: www.crfa.us

Learn more at the official website: www.crfa.us

Mission Statement of Society Of Certified Retirement

The Society of Certified Retirement, abbreviated as Scrfa, is dedicated to providing educational training for financial advisors. This organization, accredited by the National Commission for Certifying Agencies (NCCA), offers educational programs and testing to help financial advisors earn Continuing Education (CE) credits. By doing so, Scrfa contributes to the professional development and competence of financial advisors in the retirement sector, ensuring they stay updated with the latest trends and regulations.

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Impact




October, 2024

The Society of Certified Retirement plays a significant role in enhancing the knowledge and skills of financial advisors through accredited educational training. By providing comprehensive training and testing, it ensures that professionals are well-equipped to guide clients in retirement planning. This focus on continuing education helps advisors earn continuing education credits, maintaining their professional credentials and staying updated on industry trends and standards.

By improving the expertise of financial advisors, the Society of Certified Retirement contributes to better financial planning outcomes for individuals approaching retirement. This, in turn, fosters community improvement by promoting financial literacy and sound retirement strategies, empowering clients to make informed decisions that can lead to more secure and fulfilling retirement lives. The organization’s commitment to high educational standards and accreditation ensures that advisors are not only knowledgeable but also credible, ultimately instilling greater trust among clients and within the financial advisory community.




This information is meant to be a general summary of Society Of Certified Retirement. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$5,805 (2020)
Expenses
$3,000 (2020)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2020.

  • Program Service Revenue: $5,805
  • Gross Receipts: $5,805

Assets and Liabilities:

  • Total Assets: $2,805
  • Total Liabilities: $291,179
  • Net Assets: -$288,374

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Organization Details

Principal Officer

Lynda C Mccoll

NTEE Category

Code: S41 - Community improvement

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