How long have you been employed in the financial service/retirement industry? *
— select an option — Less than 2 years 2-4 years 5-9 years 10-19 years 20-29 years 30 or more years

What is your primary business profession/occupation?
— select an option — Independent Advisor or RIA Bank Advisor Insurance Agent Retirement Plan Counselor (employed by the plan) Retirement Plan Representative (employed by a plan provider) Retirement Plan Consultant Other (specify)

If applicable, what is your broker/dealer affiliation?

How did you hear about the CRC^® designation?
— select an option — CoWorker Employer Broker/Dealer Article Company Intranet Online Search Other (specify)

What is your ethnicity?
— select an option — American Indian or Alaskan Native Asian Black or African American Hispanic or Latino Native Hawaiian or Pacific Islander White Prefer not to say Multiple ethnicity/Other (specify)

What is your Gender?
— select an option — Male Female Non-binary Prefer not to say Other (specify)

What is your Age?
— select an option — Younger than 21 22-29 30-39 40-49 50-59 60 or older Prefer not to say

Have you ever been convicted of a felony?
Yes   No

Within the past five years, have you been charged with or convicted of a misdemeanor (exclude minor traffic violations).
Yes   No

Have you ever had a civil judgement entered against you?
Yes   No

Have you ever been the subject of an inquiry or investigation with respect to your professional conduct by your employer, a regulatory authority, or another professional designation?
Yes   No

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

The 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.

Individuals applying to become a Certified Retirement Counselor^® (CRC^®) candidate are required to adhere to InFRE’s CRC^® Examination confidentiality policy. As such, when submitting this registration form you are agreeing to uphold the confidential nature and content of the CRC^® Examination and further agree that you will not jeopardize the integrity of the CRC^® examination process by revealing content in the CRC^® Examination to any others. CRC^® candidates or certificants found to be in violation of this agreement will be subject to immediate revocation of their CRC^® candidate or certificant status.