Certified Retirement Counselor® (CRC®) Study Materials

Certified Retirement Counselor® (CRC®) Study Materials
InFRE created the CRC® in 1997 to help enhance the retirement preparedness of the American Worker by advancing recognition among retirement planning professionals of the need for a retirement specific certification program.

Why should you become a CRC® versus earn another retirement designation? The CRC® program

  • Is independently accredited, by the National Commission for Certifying Agencies
  • Is developed by professionals, for professionals and is continually kept up-to-date and relevant
  • Demonstrates a mastery of both retirement accumulation and distribution planning
  • Requires an ongoing investment in continuing education
  • Commits Certificants to adhere to a Code of Ethics.

What do you need to know about how to become a CRC®?

1. What is my time commitment? Actual study time will vary based on your prior knowledge and experience. When purchasing CRC® study guides, you will study 5 subject concentrations and should plan to spend 15-25 hours of study for each of the first four study guides and 5-8 hours for CRC® 5. Plan on spending a similar amount of total study time when using other materials.

2. What materials do I need? InFRE offers Study Guides and elearning modules developed specifically for CRC® Candidates. You may determine your own study path to prepare for the CRC® exam and are not required to purchase study materials offered by InFRE or any other source.

3. How much does it cost? There is no fee to register to become a CRC® Candidate. Study Guide and Exam Fees are as follows:
Optional Study Guides purchased separately $135 for CRC® 1 – 4 and $70 for CRC® 5
BETTER VALUE: Complete set of 5 Print Guides $520
Exam Fee $550
BEST VALUE! Purchase your study guides and pay your exam fee now to save time and money! $970
Annual Renewal Fee $145

Free bonus worth $249! When you purchase the complete set of Study Guides, you will also receive access to the CRC® Elearning Review Courses to supplement your self-study preparation for exams.These 38 online sessions, totaling more than 18 hours of content, may be viewed by candidates at their convenience to clarify concepts and answer questions on the more difficult topics. Click here to view a sample

For more information
The CRC® Candidate Handbook contains essential information for Certified Retirement Counselor® (CRC®) program candidates. Please read it carefully and keep it readily available as a reference until you have achieved Certificant status. Candidates are responsible for knowing the contents of this Handbook.

Are you ready to become a CRC®?

Register now for the CRC® program.

Best value! Purchase your study guides and pay your exam fee now to save time and money!

You can save $100 off the study guides by paying only $970 for both the study guide and exam fees now. Purchase now!

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Certified Retirement Counselor 5-part Program

Certified Retirement Counselor 5-part Program

The CRC five-part print study guide series will be a comprehensive and cost-effective CRC exam preparation resource that you will refer to long after you have become CRC certified.
$540.00
Certified Retirement Counselor 5-part Program and  CRC Exam Fee

Certified Retirement Counselor 5-part Program and CRC Exam Fee

Save an additional $100 on all five study guides when purchasing your study guides and paying the exam fee at the same time. ($575 exam + $440 study guides = $1,015 total cost).
$1,015.00
Certified Retirement Counselor 5-part Program First Financial Security

Certified Retirement Counselor 5-part Program First Financial Security

The CRC five-part print study guide series will be a comprehensive and cost-effective CRC exam preparation resource that you will refer to long after you have become CRC certified.
$350.00
Certified Retirement Counselor 5-part Program Wells Fargo

Certified Retirement Counselor 5-part Program Wells Fargo

The CRC five-part print study guide series will be a comprehensive and cost-effective CRC exam preparation resource that you will refer to long after you have become CRC certified.
$350.00
CRC 1 Fundamentals of Retirement Planning

CRC 1 Fundamentals of Retirement Planning

Establishes the foundation for the CRC study guide series by providing techniques for understanding the broad variety of factors that can affect a clients/plan participants retirement goals.
$140.00
CRC 2 Fundamentals of Investments

CRC 2 Fundamentals of Investments

Provides a comprehensive review of investment products and presents investment concepts that are critical to effective retirement counseling.
$140.00
CRC 3 Fundamentals of Retirement Plan Design

CRC 3 Fundamentals of Retirement Plan Design

Covers concepts needed to guide your clients/plan participants in maximizing assets within different types of retirement plans and understanding Social Security benefits.
$140.00
CRC 4 Fundamentals of Retirement Income Management

CRC 4 Fundamentals of Retirement Income Management

Presents a well-developed retirement income planning process that will help you help clients/plan participants shift from retirement accumulation planning to retirement distribution planning.
$140.00
CRC 5 Principles of Retirement Counseling and Education

CRC 5 Principles of Retirement Counseling and Education

Provides the finishing touches for becoming a true retirement counselor in every sense of the word by exploring how to communicate with various personality types and deliver educational content using a variety of media.
$75.00
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