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Stand Out as a Retirement Planning Specialist with the Accredited Certified Retirement Counselor® (CRC®) Designation.

Certified Retirement Counselor

The CRC® retirement planning designation program uniquely enhances a retirement financial advisor’s understanding of retirement planning and income distribution principles to help their clients and plan participants make informed decisions.

Why Become a Certified Retirement Counselor®?

The Certified Retirement Counselor® retirement certification program:

  • Is independently accredited by the National Commission for Certifying Agencies (NCCA)
  • Was developed by professionals, for professionals and is continually kept up-to-date and relevant
  • Demonstrates a mastery of both retirement accumulation and distribution retirement planning concepts
  • Will tangibly convey your commitment to the retirement planning profession
  • Requires CRC® Certificants to adhere to a Code of Ethics.

When asked, “How valuable the Certified Retirement Counselor® program was for helping improve your ability to counsel clients or plan participants on their retirement planning needs”, 91% of CRC®s indicated it was “valuable” to “extremely valuable”. 

An Independently Accredited Retirement Planning Designation

The Certified Retirement Counselor® (CRC®) is independently accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party “program” accreditation confirms impartial, third-party validation that a certification program has met recognized best practice credentialing standards for development, implementation, and maintenance.  Only eight of the more than 200 designations listed by FINRA are independently accredited.

Already a CRC®?

CRC® Certification Continuing Education and Training

Register to Become a Certified Retirement Counselor® Today!

The Certified Retirement Counselor® (CRC®) retirement designation program will demonstrate your understanding of retirement planning and income distribution principles to help your clients and retirement plan participants make informed retirement decisions. The CRC® is one of only eight independently accredited designations of the 200+ designations listed by FINRA.