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Certified Retirement Counselor

Nationwide Certified Retirement Counselor® (CRC®) Program

Be Recognized as a True Retirement Planning
Professional with the CRC® Designation!

  • Stand out as a retirement planning expert with the CRC®

  • Join over 150 of your Nationwide peers who are CRC® certified or registered

  • Expense CRC® program fees to your Nationwide corporate credit card

Scroll to the bottom of this page to start the CRC® program

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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:

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

To earn the CRC® certification and the right to use the marks, candidates are required to pass a 200-question, multiple-choice exam and have two years of experience with a college degree (five years of experience required with a high school diploma or equivalent). The CRC® exam is administered four times each year in January, April, July and October at Prometric testing centers.
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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?

Click “Start CRC® Program” below to purchase your study materials and pay your exam fee using your Nationwide corporate credit card. Then expense your fees using Concur as you would for any other expense. Pre-approval from your manager is not required and you will automatically receive a 50% discount on CRC® exam preparation study guides ($270 versus the normal fee of $540).  

 

Your study guides will arrive within ten business days and InFRE will send emails with a link to the registration form, exam scheduling instructions, and other information about preparing for the exam.

Start CRC® Program

Questions?

If you have questions about the CRC® program, call InFRE’s Amy Hayes at 254.732.7403 or email ahayes@infre.org.

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 Nationwide advisor.