FINRA.org will undergo scheduled maintenance Sunday, Nov. 1, from 8 p.m. to Monday, Nov. 2, 4 a.m. ET, with a brief five-minute outage during this window.
CRMO
Certified Risk Management Officer (Family Risk Management) (CRMO)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization |
| Issuing Organization | Greater Institute of Financial Professionals |
| Qualification and Training Requirements | |
| Prerequisites | Required combination of education and experience prerequisites varies for three offered CRMO certification levels: Associate, Professional and Senior. |
| Designation Training Requirements | Online training courses; total credit requirement varies based on CRMO certification level. |
| Designation Exam Type | Proctored online or in-person final exams; total exam requirement varies based on CRMO certification level. |
| Continuing Education Requirements | 20 credits every two years |
| Verification and Complaints | |
| Online Designation Resource | Online at Member Directory |
| Investor Complaint Process | Online at Report Misconduct |
| Published List of Disciplined Designees | Online at Disciplined Individuals List |
FINRA Adopts New Intraday Margin Standards to Replace the Day Trading Margin Requirements
April 22, 2026
Features |