Special offer for Morgan Stanley Advisors
Stand out as a Retirement Planning Expert
with the Accredited CRC® Designation!
Receive a 35% discount on CRC® study guides.
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”.
What CRC®s Say About the Program
“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.”
CRC® Exam Preparation Study Materials
The five CRC® study guides include:
- CRC® 1: Fundamentals of Retirement Planning
- CRC® 2: Fundamentals of Investments
- CRC® 3: Fundamentals of Retirement Plan Design
- CRC® 4: Fundamentals of Retirement Income Management
- CRC® 5: Principles of Retirement Counseling and Education
See a preview for any of the study guides by selecting from the list above.
Program Delivery Includes:
- Study guides in print, and pre-recorded (elearning) formats to help prepare candidates for the CRC® exam.
- End of chapter quiz questions plus an additional 340 online practice exam questions.
- Computer-based testing at conveniently located Prometric testing centers nationwide.
- Three and six month exam preparation study plans.
CRC® Certification Examination
Independent Accreditation
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.
CRC® Certificants Are Well On Their Way to Becoming a CFP®
CRC® certificants will receive a waiver on 2 of 7 CFP® courses required for completing highly rated the Bryant University CFP® Board registered program and a tuition fee discount of up to $1,100. You can conceivably earn both designations in the same time that it takes to earn the CFP® by itself and the cost savings on the CFP® program will more than pay for your CRC® fees.
Ready to Get Started?
Save 35% on study guides!
Morgan Stanley CRC® Program Fees
– Study Guide Fee
Fee Before Discount
Discounted Fee
– Exam Fee
Total Fees After Discount
$540 (plus shipping)
$350 (35% discount)*
+ $575
= $925
*Discount applied when purchasing study guides and paying the exam fee.
To receive your study guide discount, click “Start CRC Program” below. Your study guides will arrive within 10 business days and you will receive an e-mail from InFRE with registration and other important information.
For more information visit www.infre.org
If you have questions about the program or to order by phone, please call InFRE's Amy Hayes at
(254)732-7403 or email ahayes@infre.org and identify yourself as a Morgan Stanley advisor.