CRC 5 Principles of Retirement Counseling and Education

Provides the finishing touches for becoming a true retirement counselor in every sense of the word by exploring how to communicate with various personality types and deliver educational content using a variety of media.

Price: $75.00
Quantity

Approved for 3.5 CRC CE credits. After passing the exam, reporting to InFRE for CRC CE credit is free.
 
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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