Registered Fiduciary (RF)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | DALBAR, Inc. |
| Qualification and Training Requirements | |
| Prerequisites | Practicing fiduciary with credentials and licenses appropriate to services being offered, validated by DALBAR during application review |
| Designation Training Requirements | RF fiduciary training and at least one specialty training course by an RF-qualified training organization (approximately 15-20 hours in total) |
| Designation Exam Type | Final designation exam (online, proctored) |
| Continuing Education Requirements | Re-test every five years |
| Verification and Complaints | |
| Online Designation Resource | None |
| Investor Complaint Process | Online at Adviser Complaints |
| Published List of Disciplined Designees | None |
