The CRC® certification carries an obligation of continuing education to help Certificants maintain current understanding and knowledge of relevant retirement planning topics. Like many other professional certifications and licenses, an annual continuing education requirement assures a Certificant’s commitment to life-long learning.
CRC® Certificants must meet a 2-hour ethics continuing education requirement every two years.
InFRE has several ethics courses available to help Certificants meet their ethics CE requirement. To learn more about each course click on the course description or to purchase, click the add to cart button.
Course Specifications
PDF courses are download self-study pace. Elearning courses are online recorded videos. Passing an online quiz is required to earn the indicated CE credit hours.
eLearning Courses
Ethical missteps in today’s lightspeed social media environment can have far-reaching personal and professional consequences for retirement industry professionals.
$29.00
This session takes an in-depth look into ethics concepts, what influences our ethics decisions and ethics problem-solving processes to help navigate the perilous ethics waters.
Additional emphasis will be placed on the importance of values and biases. Lastly, the session will take a look at existing research on generational ethics differences.
In “The Fork in The Road: What Impacts Ethics Decisions” with Dennis Gatlin, you will:
- Learn why ethics and ethics codes are important and should be studied;
- Learn where to find ethics statements;
- Review the InFRE Ethics Code to find its underlying values;
- Learn about ethical dilemmas and what drives them;
- Review ethics problem-solving processes;
- Learn about research on generational ethics differences.
This session meets CRC® requirement of two hours of ethics continuing education every two years.
This course is should be taken after the Ethics for Retirement Professionals that covers the InFRE Code of Ethics.
This online recorded course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$29.00
A key feature of this course is the presentation of ethical tests to use in different situations. The course also addresses the role of managers in creating an ethical environment in the workplace. CRC® Code of Ethics is presented with several scenarios to illustrate and apply the eight principles. This session meets CRC® requirement of two hours of ethics continuing education every two years.
This online advanced ethics course provides practical examples that help bridge the gap between knowing the CRC® Code of Ethics and doing the right thing when faced with an ethical dilemma.
$29.00
Knowing the ethical thing to do and actually doing it can be very difficult. This advanced ethics course provides practical examples that help bridge the gap between knowing the CRC® Code of Ethics and doing the right thing when faced with an ethical dilemma. A brief review of the CRC® Code of Ethics will be followed by examples, case studies and discussion to explore the practical side of ethical decision making. This course fulfills the ethics continuing education requirement for renewing the CRC® certification.
PDF Courses
This PDF course covers a discussion of ethical behavior, introduces the InFRE Code of Ethics, and presents some case studies for discussion.
$35.00
This course does not intend to cover every aspect of business ethics, but it is designed to assist CRC certificants in updating their ability to assess ethical situations in regard to the InFRE Code of Ethics.
Some may wonder why an ethics course is required every two years. After all, we read and signed the Code of Ethics when we received our designation. However, this is the very reason we must keep abreast of behavior that could result in sanctions by the InFRE governing body. Most of us are not going to intentionally mislead or misdirect any of our clients, employees or members, but sometimes, because we are dealing with not only someones money, but also their feelings about family, retirement, home, work etc., we can find ourselves in difficult or troubling situations. Technicalities of the plan are important, but remember, retirement planning touches the emotional lives of participants as well! Increasingly, employers are using benefits to attract and retain employees. Constant regulatory changes in the field require a team of regulatory specialists to keep us informed.
Your reason for studying ethics today is to learn the principles and rules of conduct expected from the InFRE Board of Governors. With the certification of CRC comes the responsibility to adhere to the InFRE Code of Ethics. Be assured that by abiding to the Code you will be assuring public confidence in the integrity and professionalism of your certification.
Specifications:
PDF Download
This PDF course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$35.00
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting. A key feature of this course is the presentation of thical teststo use in different situations. The course also addresses the role of managers in creating an ethical environment in the workplace. The InFRE Code of Ethics is presented, with several scenarios to illustrate and apply the eight principles. The course concludes with four case studies which form the basis of the open book examination questions.
InFRE certificants must meet a 2-hour ethics continuing education requirement every two years.
Specifications:
PDF Download