Chartered Retirement Planning Counselor - Explained
What is a Chartered Retirement Planning Counselor?
Written by Jason Gordon
Updated at March 11th, 2022
- Marketing, Advertising, Sales & PR
- Accounting, Taxation, and Reporting
- Professionalism & Career Development
-
Law, Transactions, & Risk Management
Government, Legal System, Administrative Law, & Constitutional Law Legal Disputes - Civil & Criminal Law Agency Law HR, Employment, Labor, & Discrimination Business Entities, Corporate Governance & Ownership Business Transactions, Antitrust, & Securities Law Real Estate, Personal, & Intellectual Property Commercial Law: Contract, Payments, Security Interests, & Bankruptcy Consumer Protection Insurance & Risk Management Immigration Law Environmental Protection Law Inheritance, Estates, and Trusts
- Business Management & Operations
- Economics, Finance, & Analytics
- Courses
Table of Contents
What is a Chartered Retirement Planning Counselor (CRPC)?Chartered Retirement Planning Counselor Program DetailsWhat 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.
Back to: Professionalism and Career Development
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.
