Chartered Retirement Planning Counselor - Definition
Written by Jason Gordon
Updated at January 21st, 2021
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What is a Chartered Retirement Planning Counselor (CRPC)?
The Chartered Retirement Planning Counselor (CRPC) is a credential that the College for Financial Planning (CFFP) awards to professionals who specialize in retirement planning and counseling.
Candidates for the designation must complete a program of study and pass an examination.
The study program covers a range of courses including pre-retirement needs, post-retirement needs, asset management, estate planning, and others.
Once the credential is earned, professionals are required to complete 16 hours of continuing education and pay a fee to the college to continue using this designation.
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Chartered Retirement Planning Counselor Program Details
CRPC costs $1,300, the college, however, offers a discount to eligible candidates who are gainfully employed in the financial services industry. Candidates are required to go through coursework whose core topics include;
- Principles and Strategies When Investing for Retirement
- Maximizing the Client Experience During the Retirement Planning Process
- Navigating Health Care Options in Retirement
- Making the Most of Social Security Retirement Benefits
- Bridging the Income Gap: Identifying Other Sources of Retirement Income.
- Designing Optimal Retirement Income Streams
- Achieving Tax and Estate Planning Objectives in Retirement
After completing the coursework, candidates must pass the final exam within a year of enrollment, the exam must be taken within six months of enrollment.
Candidates who fail the exam at the first trail with pay $100 for an additional examination attempts.