Why become a CRC®? So you can be recognized as a true retirement planning professional. InFRE created the CRC® in 1997 to raise the retirement readiness of the American Worker by advancing recognition among retirement planning professionals of the need for a retirement specific certification program.
InFRE’s optional Certified Retirement Counselor® (CRC®) study materials provide a careful balance of the most in-depth and most current retirement-planning information available, drawing on the expertise and resources of the most respected names in the retirement planning industry. The four modules are:
- CRC 1 - Fundamentals of Retirement Planning
- CRC 2 - Fundamentals of Investments
- CRC 3 - Fundamentals of Retirement Plan Design
- CRC 4 - Fundamentals of Retirement Income Management
- CRC 5 Principles of Retirement Counseling and Education
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 30 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.
In addition to an ongoing education requirement, you can earn continuing education while preparing for the exam if you purchase the CRC® study guides and satisfactorily complete the online quizzes related to the four CRC® study guides. Each of the CRC® study guides has been approved for 5 hours of CFP® CE credit (20 hours total). Study guides have also been approved in most states for insurance license CE credit. Click here to view states granting CE approval and the number of hours approved.Each continuing education certificate for state insurance licenses, and CFP® requirements is issued for $25 processing fee plus any applicable state fees for the first certificate, $15 processing fee plus any applicable state fees for additional certificates.