CRC® Course 5: Principles of Retirement Counseling and Education
Course Description:
CRC® 5 provides the finishing touches for becoming a true retirement “counselor” in every sense of the word by exploring how to communicate with various personality types and deliver educational content using a variety of media. This course focuses on the “counseling” aspects of how to be a retirement counselor by using effective communication and education. After completing the course, you will be well-prepared to identify nonverbal communication cues and how to consider gender and generational characteristics when counseling your clients/plan participants. Fiduciary responsibilities and the CRC® Code of Ethics are also covered.
Topics included in this study guide include:
- Defining characteristics of today’s generations
- Communication styles
- Gender considerations
- Basic processes in counseling
- Nonverbal communication
- Effective inquiry
- Education
- Advice
- Learning stages and styles
- Common communication and education tools
- Ethics
- Fiduciary responsibilities
- Working with other professionals
Continuing Education Credits Available:
Approved for 3.5 hrs CRC® CE credits. All CRC® study guide CE quizzes are free. Certificants may not apply CRC® study guides toward CE credit for their first CRC® renewal period after becoming certified and may not submit the same quiz for two consecutive CRC® renewal periods.