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Category: For CRC Certificants

The CRC® requires Certificants to maintain their professional expertise and re-certify annually.

Order CRC®Client Brochures

CRC® Client Brochures

Show your clients the value of planning with a CRC®

Use the CRC® Client Brochure to help explain why clients should use a Certified Retirement Counselor®. Let your clients know that as a Certified Retirement Counselor® you:
  • Are committed to high ethical standards and continuing professional education.
  • Have met examination and experience requirements.
  • Comprehend what today’s complex retirement plans and laws mean to them.
  • Understand the dynamics of life changing issues.
  • Can identify appropriate retirement saving and/or income strategies.
Use the CRC® brochure to help answer these questions with your clients:
  • Why work with a Certified Retirement Counselor®?
  • How is a CRC® qualified to help me?
  • When should I meet with my Certified Retirement Counselor®?

The full color, tri-fold brochures are sold in packs of 25. Prices start at $29.95 per pack for orders of up to five packs ($26.95 per pack for orders of six packs or more). Select pack quantity during checkout with drop down menu.  This product is only available to current CRC® Certificants.

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Receive a free CRC® lapel pin with every order!

Renew Your CRC® Certification

Renew Your CRC® Certification

To maintain active status, CRC® Certificants must complete the following requirements annually:

  • Report 15 hours of continuing education (CE) credits. At least two hours of ethics CE must be submitted every two years.  CE credit reported in excess of the 15 hour requirement may be carried over to the next renewal period only.  Go to your Certificant profile to see when your ethics CE is due and any carry-over CE credit you may have from the previous reporting period.*
  • Submit a signed Certificate Holder’s Statement (CHS) agreeing to adhere to the CRC® Code of Ethics
  • Pay a renewal fee of $145. Payment can be made online with a credit card or by mail with a check or credit card.

* CRC® CE requirements can typically be fulfilled by attending conferences, participating in internal training programs, earning CE for insurance licenses and other licenses and designations, or by purchasing CRC® continuing education resources offered by InFRE.  All CRC® CE is self-reporting and does not require pre-approval.

For more information about CRC® Certificant annual renewal requirements, approved CE topics and use the CRC® marks, refer to the CRC® Certificant Handbook

To Renew Online

Preferred Method

Complete and Submit Your CE Form

Click on the link below to report your 15 hours of continuing education (CE) credits. At least two hours of ethics CE must be submitted every two years.  CE credit reported in excess of the 15 hour requirement may be carried over to the next renewal period only.  Go to your certificant profile to see when your ethics CE is due and any carry-over CE credit you may have from the previous reporting period.

Complete and Submit Your CHS Form

Click on the link below to submit your signed Certificate Holder’s Statement (CHS) indicating adherence to the CRC® Code of Ethics.

Submit Your Annual Renewal Fee

Click on the link below to pay your annual renewal fee of $145. A $25 late fee will be added when submitting 15 days or more past renewal date.

Go to your certificant profile to see when your ethics CE is due and any carry-over CE credit you may have from the previous reporting period.

Print and Complete Your CE Form

Click on the link below to print the continuing education (CE) reporting form. Use this form to report your 15 hours of CE credits. At least two hours of ethics CE must be submitted every two years.  CE credit reported in excess of the 15 hour requirement may be carried over to the next renewal period only.  Go to your certificant profile to see when your ethics CE is due and any carry-over CE credit you may have from the previous reporting period.

Print and Complete Your CHS Form

Click on the link below to print the Certificate Holder’s Statement (CHS) form. Complete and sign your CHS form indicating adherence to the CRC® Code of Ethics.

Mail Forms and Annual Renewal Fee

Click on the link below for instructions for mailing your completed forms and paying your annual renewal fee of $145. A $25 late fee will be added when postmarked 15 days or more past renewal date.

Questions?

Specific questions about renewing the CRC® certification should be directed to the Customer Care Manager at 847-756-7350 ext. 134.

Documentation

Certificants should not send CE supporting documentation to InFRE with their renewal submission, but are required to retain all such documentation for a period of two years.  Supporting documentation may be requested by InFRE as deemed necessary to clarify CE awarded. InFRE may request supporting documentation at any time up to two years from the end of a renewal reporting period.

Update Your Contact Information

 Don’t miss important emails from InFRE regarding your CRC®

All renewal notices and reminders are sent via email only. If you change employers, address, phone numbers or email address, it is important that you let InFRE know as soon as possible in order to continue to receive annual recertification communications.

New address, email or phone? Keep your profile up to date.

Need More CE?

If you need additional CE or an ethics course to meet your annual CRC® CE requirements, go to:

You may earn 1 hour of Free CE by reading InFRE’s quarterly newsletter “Retirement Insight and Trends” and passing a short quiz.

Inactivation and Relinquishment of CRC® Certification

Any CRC® Certificant who has not submitted all their renewal requirements will be notified of their deficiency(ies). If, after 60 days from the Certificant’s renewal date, a Certificant has not fulfilled all of their renewal requirements, they will be placed on inactive status and may not use their CRC® certification marks. Inactive Certificants will be allowed to remain on inactive status for a period of time not to exceed three years from their inactivation date. To reinstate an inactive certification, all outstanding renewal requirements must be submitted along with a $75 reinstatement fee. If a Certificant does not complete the necessary renewal requirements within three years from their inactivation date, their certification will be relinquished.