component of your 2024 professional development plan.
When CRC® certificants were asked how valuable the program was for helping improve your ability to counsel clients on their retirement planning needs, 91% indicated it was “Valuable” to “Extremely Valuable”.
“The CRC® helps improve my credibility when talking about retirement-related topics.”
“The breadth and depth of knowledge I gained through the CRC® program has helped me become a better advisor to my clients facing retirement plan issues.”
“I like that the designation is Certified Retirement Counselor because that is what I do, counsel clients on some of the most important financial decisions they will ever have to make.”
“I have been transaction-oriented my entire career and the CRC program has allowed me to take a more consultative approach with my clients.”
“The CRC® certification has enhanced my ability to attract prospects and has enabled me to articulate my specialization in retirement income planning.”
The five CRC® study guides include:
See a preview for any of the study guides by selecting from the list above.
Program Delivery Includes:
The CRC® is accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party accreditation of a certification program provides impartial validation that the program has met recognized credentialing standards of development, implementation and recertification. Accreditation is also and indication to consumers that all who hold an accredited certification possess a consistent level of knowledge pertaining to their profession. Less than 5% of the of the almost 250 designations listed by FINRA have completed the rigorous process of independent program specific accreditation.
To register for the CRC® program, click “Register to Become a CRC®” to complete and submit your registration form.
Please be sure to indicate First Horizon for “Company” on the form. Once registered, First Horizon will pay for your program fees and you will not have any out-of-pocket expense.
Your CRC® exam preparation study guides should arrive within ten business days after registering. InFRE will send emails with exam scheduling instructions and other information about preparing for the exam.
For more information visit www.infre.org