InFRE® - Raising the Retirement Readiness of American Workers through retirement-specific, accredited certification and training for professionals

Become a Certified Retirement Counselor®

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CRC Accreditation

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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!

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Renewal Requirements

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InFRE’s Leadership

Certificant Press Release

Group Professional Development Live Classroom or Webinar Training

Retirement Income Management Training and Consumer Education

Public Sector Retirement Plan Administrator Training

Retirement Counseling and Other Live Training Courses for groups

Continuing Ed Resources for CRCs

InFRE’s Ethics Courses

InFRE’s Current Quarterly Newsletter, Retirement Insight and Trends – Earn 1.0 CE Credit per Issue

InFRE’s Continuing Education Resources

Save on CE courses and membership

Retirement Income Management Training and Consumer Education

Retirement Plan Administrator Training

InFRE Research

Retirement research InFRE has sponsored or participated in to raise the retirement readiness of the American worker

Find a CRC

Find a CRC certificant in your area or verify certification status

Latest News

The Certified Retirement Counselor (CRC) Is Re-Accredited another five-year period, expiring July 31, 2019

Credentials to Look for in a Financial Adviser, Wall Street Journal, May 31, 2015

Next phase in the fiduciary saga, Bank Investment Consultant

A well-rounded retirement planning education, Life Health Pro

The CRC is highlighted as a leading accredited credential in this video by the Institute for Credential Excellence