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Dan Harriman Earns the Accredited  CRC® Retirement Counselor Certification

Dan Harriman Earns the Accredited CRC® Retirement Counselor Certification

| July 18, 2018
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Dan Harriman

AUSTIN, TEXAS – Since its inception, over 2,100 professionals have earned InFRE's Certified Retirement Counselor® (CRC®) certification worldwide. Dan Harriman, of Harriman Financial, in Austin, Texas, is a recent recipient of this certification.

Seventy-eight million Americans plan to retire over the next 18 years, and according to InFRE, most will unfortunately be unprepared. InFRE, a 501(c)3 non-profit organization, was founded in 1997 to increase the number of retirement counselors qualified to address the needs of the enormous number of individuals—as many as 10,000 a day—who plan to retire but will not be retirement ready for this financial and emotional transition.

Achieving this certification requires dozens of hours of studying, reading and classroom review before sitting for a four-hour exam. In addition, certificants must meet specific education and experience requirements, possess a bachelor's degree or higher from an accredited college or university, and have a minimum of two years of relevant retirement-related professional experience. Candidates are also subject to a comprehensive background check once all other requirements have been met. Each certificant must sign a Code of Ethics and commit to an additional 15 hours of annual continuing education.

The retirement-specific program ensures that those who receive the certification will be properly equipped to assist the tremendous retirement challenge facing all Americans. According to the InFRE website, its mission is to “protect the general public by advancing recognition among retirement planning professionals of the need for continuing education, a code of ethics, and professional certification for retirement counselors.”

The Certified Retirement Counselor® program is accredited by the National Commission of Certifying Agencies (NCAA) which applies rigorous, independent standards designed to protect the health, welfare and safety of the public to its approval process.

In Dan Harriman’s words

“I have been fortunate to provide investment advice for many clients for decades and I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence I will provide them with objective recommendations and advice as they move into their retirement years.”

About Harriman Financial

Harriman Financial is an independent financial service firm with over 50 years of combined experience in the financial industry. Harriman Financial offers complimentary consultations that are low-keyed, relaxed and educational. It’s not about the transaction, but about building a relationship to help you succeed financially. Our business model enables us to work with everyone - from individuals, families, young professionals, entrepreneurs, to retirees. Check out our website at to learn more about us.

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