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What CRC®'s are Saying About the Program

The following comments are from CRC® certificants who recently completed a survey asking how their certification has increased their credibility as a retirement professional and how the training has helped them address the retirement planning needs of clients and retirement plan participants.

  • “The CRC® is acknowledged as a legitimate recognition of pertinent knowledge and a discipline of ongoing study.”
  • “The CRC® helps improve my credibility when talking about retirement related topics.”
  • “Others in my organization know they can look to me for answers to questions they have”.

  • “We all know that a certification is not a guarantee of competence, but it is a helpful way of saying that I have at least mastered a body of knowledge.”

  • “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.”

  • “It is a privilege to be able to say that I have this certification and it gives me credibility.”
  • “The knowledge I gained for the CRC® certification has greatly increased my ability to educate our members on what to expect in retirement and how our plan can best fit their needs.”

  • “The CRC® certification has enhanced my ability to attract prospects and has enabled me to articulate my specialization in retirement income planning.”

  • “The knowledge gained impacts most of my client appointments.”

  • “I have had certain clients that are more willing to discuss their retirement plans once they know I’m a CRC® advisor.”

  • “Being aware of the different communication styles of plan participants has helped me.”

  • “My CRC® training helps me almost every day in my dealings with retirement plans, rollovers, and lifetime income planning.”
  • “I helped a soon-to-retire person look at bigger picture before looking at specific strategies and solutions.”

  • “Knowledge gained during the CRC® certification process has helped me develop into a well rounded retirement counselor.”

  • “I have on many occasions referred to retirement lifecycle stages. This has helped my clients address their income needs in early retirement vs. late retirement.”

  • “The CRC® curriculum addresses both quantitative and qualitative issues that affect retirement planning. It has reinforced and increased my confidence as I discuss retirement planning issues with clients and prospective clients. This knowledge has helped make conversations go more smoothly.”