Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Courses
  • Tutoring
  • Home
  • Professionalism & Career Development

Chartered Retirement Planning Counselor - Explained

What is a Chartered Retirement Planning Counselor?

Written by Jason Gordon

Updated at March 11th, 2022

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Marketing, Advertising, Sales & PR
    Principles of Marketing Sales Advertising Public Relations SEO, Social Media, Direct Marketing
  • Accounting, Taxation, and Reporting
    Managerial & Financial Accounting & Reporting Business Taxation
  • 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
    Operations, Project, & Supply Chain Management Strategy, Entrepreneurship, & Innovation Business Ethics & Social Responsibility Global Business, International Law & Relations Business Communications & Negotiation Management, Leadership, & Organizational Behavior
  • Economics, Finance, & Analytics
    Economic Analysis & Monetary Policy Research, Quantitative Analysis, & Decision Science Investments, Trading, and Financial Markets Banking, Lending, and Credit Industry Business Finance, Personal Finance, and Valuation Principles
  • Courses
+ More

Table of Contents

What is a Chartered Retirement Planning Counselor (CRPC)?Chartered Retirement Planning Counselor Program Details

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.

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.



chartered retirement planning counselor

Was this article helpful?

Yes
No

Related Articles

  • College Level Examination Program - Explained
  • Things to Do and Not Do in a Salary Negotiation
  • Maybe You Should Not Take a Promotion
  • Hard and Soft Skills - Explained



©2011-2023. The Business Professor, LLC.
  • Privacy

  • Questions

Definition by Author

0
0
Expand