Register to Become a CRC®

There is no charge to register for the CRC® program.

Candidate Information

After completing this registration form, you will receive an email confirmation with information about the CRC exam and upcoming exam dates. We will also keep you informed about other important information via InFRE NewsBriefs.

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Salutation*: Mr. Mrs. Ms.
(First & Last):
Home Address 1*:
Home Address 2:
Home City*:
Home State*:
Home Zip*:
Home Country:
Work Address1*:
Work Address2:
Work City*:
Work State*:
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Home/Cell Phone*:
Work Phone*:
Mailing Preference*: Home
Education Please select the highest level of education completed
Current Designations and Licenses

Please select all that apply (hold down the Ctrl button to select more than one)
Association Memberships

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Business Professional

What is your primary business profession/occupation?

If applicable, what is your broker/dealer affiliation?

What is your primary title/position/area of responsibility?

How long have you been employed in the financial service/retirement industry?

Where did you hear of InFRE?


Have you ever been a defendant in a criminal proceeding? (You are not required to disclose juvenile offenses, traffic, or similar nuisance offenses).


Have you ever been subject to a regulatory, licensing or inquiry/investigation proceeding conducted by a state or federal agency, or civil/professional organization with respect to your professional or business activities?

If you answered yes to either of the questions above, please provide relevant facts and outcomes of any such proceedings in the space provided.

Exam Preparation

The comprehensive CRC exam contains 200 questions that will test your knowledge and understanding of compentencies and tasks relevant to the retirement counseling profession. An outline of these compentencies and tasks can be found on InFRE’s website and will also be forwarded to you after completing this registration form. You may prepare for the exam by using your own study materials and other available resources. InFRE also offers educational resources to help CRC candidates prepare for the exam. If you would like more information about InFRE study materials, or to purchase now click here.