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For Recognition as a True Retirement Planning Professional, Become a Certified Retirement Counselor^® (CRC^®) Certificant

In today’s new fiduciary environment, it is more important than ever before that retirement professionals gain the knowledge and skills needed to help American workers adequately prepare for retirement. The Certified Retirement Counselor (CRC) program was created over a two-year period in 1997 by the International Foundation for Retirement Education (InFRE) with our academic partner, Texas Tech University, and more than 100 retirement planning practitioners. Becoming a CRC will enhance your understanding of retirement planning concepts and principles, while tangibly demonstrating your expertise and commitment to the retirement planning profession.

A Leader Among Retirement Designations

The CRC program distinguishes itself from other retirement designations in that it covers both retirement income and accumulation planning. To ensure the CRC exam is testing knowledge of the most recent up-to-date and relevant retirement planning concepts, InFRE conducts a comprehensive industry practice analysis every five years. The optional study materials help retirement professionals apply a consultative, process-oriented approach to help clients make more informed retirement planning decisions. The CRC program can be one answer to professional development needs related to the Department of Labor (DOL) Fiduciary Rule and the CRC Code of Ethics includes as one of its’ principles, “Acting in the best interest of the client or retirement plan participant”.

An Accredited Retirement Certification

The CRC is accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party “program” accreditation for a professional certification provides impartial, third-party validation that the designation has met recognized credentialing standards for development, implementation, and maintenance. The premise behind NCCA accreditation standards is to ensure the health, welfare and safety of the public with certification programs that assess professional competency. Out of the 170 designations listed on the FINRA website, only seven are shown to be independently accredited.

Fortify your retirement expertise by becoming a Certified Retirement Counselor (CRC) Certificant!