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.

Price: $140.00
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Approved for 7.5 hrs CRC credits. After passing the exam, reporting to InFRE for CRC CE credit is free.
 
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Course Description:
CRC 1 establishes the foundation for the CRC study guide series by providing techniques for understanding the broad variety of factors that can affect a client's/plan participants retirement goals. The course features methods for motivating and educating clients/plan participants on the need to save for retirement, and the importance of taking personal responsibility for their own financial futures. By taking a close look at how to plan for retirement at different career stages, there is an emphasis on how the basic tools of financial planning can be used to best prepare for retirement. Topics included in this study guide include:

• Retirement planning life cycles
• Retirement readiness for both financial and non-financial issues
• Retirement mindsets and behavioral finance
• Financial goal setting
• Risk management
• Medicare
• Tax and estate planning strategies
• Elder care
• Financial elder abuse

Continuing Education Credits Available: Approved for 7.5 hrs CRC CE credits. All CRC study guide CE quizzes are free. Certificants may not apply CRC study guides toward CE credit for their first CRC renewal period after becoming certified and may not submit the same quiz for two consecutive CRC renewal periods.