For CRC® Certificants

InFRE’s Certified Retirement Counselor® (CRC®) is a retirement-specific, accredited certification that exists to raise the retirement readiness of the American Worker through

  • professional mastery of subject matter,
  • commitment to the retirement planning profession,
  • adherence to a code of ethics, and
  • continuing education.

The CRC Board of Standards and Policy Development (BOS) is the policy-making and oversight group for the CRC.  The purpose of the BOS, as determined by InFRE’s Board of Governors, is to independently establish the governing rules and regulations related to certification programs, make determinations regarding eligibility and all essential certification decisions, and provide mediation and interpretations for the program as needed by staff and other volunteer groups.  In addition, the Board of Standards regulates the use of the CRC mark through trademark law by authorizing individuals who meet its certification requirements to use the marks.

The Handbook for Certified Retirement Counselors is an excerpt of the detailed CRC Program Policies Manual below and contains essential information Certificants need to know to maintain certified status.

The detailed CRC Program Policies Manual contains information on:

Certification Activity and Certificants