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 is to independently establish the governing rules and regulations related to CRC® certification, 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 CRC® requires Certificants to maintain their professional expertise and re-certify annually.

Renewal requires CRC® Certificants to:

  • Submit a continuing education form confirming participation in at least 15 hours of continuing education (CE). At least 2 hours every 2 years must be dedicated to the subject of professional ethics*.
  • Sign a Certificate Holder’s Statement agreeing to adhere to InFRE’s professional Code of Ethics. Certificants must disclose any incidents of criminal activity or personal or professional misconduct on the Certificate Holders Statement.
  • Pay an annual renewal fee of $145.

*CE requirements can typically be fulfilled by attending conferences, attending internal training programs and earning CE for insurance licenses and other licenses and designations.

The CRC® Certificant Handbook is an excerpt of the detailed CRC® Program Policies Manual and contains essential information Certificants need to know. Review the CRC® Certificant Handbook for information about renewing your certification, using the CRC® marks, how to update your contact information, and disciplinary/appeals policies.

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.

Certification Activity and Certificants