Certified Retirement Counselor® Continuing Education Requirements
The Certified Retirement Counselor® certification carries an obligation of continuing education to help Certificants maintain a current understanding of relevant retirement planning topics and compliance with ethical requirements. The continuing education requirements are appropriate for active CRC® certificants as evidenced in the most recent CRC® Practice Analysis study.
CRC® Certificants are required to report 15 hours of Continuing Education (CE) credits annually. At least two hours of ethics CE must be submitted every two years. Refer to Renew Your CRC® Certification for more information about CRC® CE and other renewal requirements.
Retirement Continuing Education and Training
Special Offers for CRC®s from Horsesmouth
InFRE has partnered with Horsesmouth to offer discounts on educational and support resources.
Savvy
Social Security Planning®
Additional
“Savvy”
Education Programs
Business Development and Practice Management
Horsesmouth
Master
Membership
A comprehensive education and marketing program. Includes advisor training, client presentations, industry-leading software, expert Q&A, client resources and more.
Can earn CRC® and CFP® CE credit.
CRC® certificants save 20%
Additional Savvy programs include Savvy Medicare Planning®, Savvy Tax Planning, Savvy IRA Planning®, Savvy College Planning®, Savvy Generational Planning and more.
Can earn CRC® and CFP® CE credit.
CRC® certificants save 20%
Grow your business with our business development and practice management services. Gain insight from hundreds of top advisors and experts, tap into our marketing and client communication campaigns, learn new strategies and tactics to build your network of professionals.
CRC® certificants save 20%
Get all the technical training, client education, communication and marketing support, in one place for you and your team. Includes significant discounts on top software partners like Holistiplan, i65, College Aid Pro, and more.
CRC® certificants save 8%