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.

Price: $65.00

Continuing Education Credits Available:
Approved for 3.5 CRC CE credits. After passing the exam, reporting to InFRE for CRC CE credit is free.
 
Click to look inside:
Preview the course contents here for Course 5.
 
Course Description:
This course will help you become a true retirement counselor in every sense of the word by teaching how to communicate with various personality types and provide educational content using a variety of media. Helping employees/clients understand when and how to work with other retirement professionals is part of being a counselor.

CRC#5 also includes the CRC Code of Ethics which must be well understood and applied by all CRC certificants. Topics include:

  • defining characteristics of todays generations
  • communication styles
  • gender considerations
  • basic processes in counseling
  • nonverbal communication
  • effective inquiry
  • education
  • advice
  • learning stages and styles
  • common communication and education tools
  • ethics
  • fiduciary responsibilities
  • working with other professionals

Specifications:
Hardcopies of study guides are provided in a perfect bound format for storage and reference. Individual study guides CRC 1 - 4 may be purchased for $130/study guide. CRC 5 is available for purchase for $65.

Save

Save

Save

Save

Save

Save

Save

Save