Certified Retirement Counselor® (CRC®) Study Guides

Certified Retirement Counselor® (CRC®) Study Guides
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? 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. Actual study time will vary based on your prior knowledge and experience.

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 $130 for CRC 1 – 4 and $65 for CRC 5
BETTER VALUE: Complete set of 5 Print Guides $499
Exam Fee $525
BEST VALUE! Purchase your study guides and pay your exam fee now to save time and money! $875
Annual Renewal Fee $140

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.

Pay for your study guides and exam fee at the same time and save!

Purchase your study guides and pay your exam fee now to save time and money! You can save $149 (15%) by paying only $875 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

This five-part program is offered as an optional educational resource to help CRC® candidates prepare for the CRC® examination.
$499.00
CRC® 1 Fundamentals of Retirement Planning

CRC® 1 Fundamentals of Retirement Planning

7.5 CRC® & 5 CFP® hrs CE
CRC® Course #1 provides techniques for understanding the broad variety of factors that can affect a client's retirement goals.
$130.00
CRC® 2 Fundamentals of Investments

CRC® 2 Fundamentals of Investments

7.5 CRC® & 5 CFP® hrs CE
In CRC® course #2, you'll gain familiarity with investment concepts that are critical to effective retirement counseling.
$130.00
CRC® 3 Fundamentals of Retirement Plan Design

CRC® 3 Fundamentals of Retirement Plan Design

7.5 CRC® & 5 CFP® hrs CE
InFRE CRC® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.
$130.00
CRC® 4 Fundamentals of Retirement Income Management

CRC® 4 Fundamentals of Retirement Income Management

7.5 CRC® hrs CE
This guide presents a well-developed retirement planning process of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.
$130.00
CRC® 5 Principles of Retirement Counseling and Education

CRC® 5 Principles of Retirement Counseling and Education

3.5 CRC® CE
InFRE CRC® #5 goes beyond what retirement planning concepts to communicate by helping you with how to communicate them to employees and clients.
$65.00
CRC® Pre-Recorded Online Review Course

CRC® Pre-Recorded Online Review Course

Reinforce your professional knowledge and CRC® Candidate training with this highly effective set of 34 audio-visual courses ranging from thirty to ninety minutes each.
$249.00
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