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Certified Retirement Counselor® CRC®
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:

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.
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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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