What is the RFC Challenge Examination?
• If you have not achieved either an under graduate or graduate degree in personal financial planning or counseling, completed one of the required designations, or completed an approved curriculum, you must pass the RFC Challenge Examination. • The comprehensive RFC examination covers a wide range of subject matter: Principles of Personal Finance, Debt and Cash Flow Management, Employee and Government Benefits, Annuities, Securities, Investments and Asset Allocation, Life, Health and Casualty Insurance, Education and Special Needs Funding, Estate Planning, Survivor Income Needs Analysis, and Retirement Income. The exam consists of 150 multiple choice questions. There is no time limit for completion.
