InFRE® - Raising the Retirement Readiness of American Workers through retirement-specific, accredited certification and training for professionals


Become a Certified Retirement Counselor®

Why Become a CRC® Professional?

CRC Accreditation

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Ways to Prepare for the Exam

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Renewal Requirements

 

For Recognition as a True Retirement Planning Professional, Become a Certified Retirement Counselor® (CRC®) Certificant

In today’s new fiduciary environment, it is more important than ever before that retirement professionals gain the knowledge and skills needed to help American workers adequately prepare for retirement. The Certified Retirement Counselor (CRC) program was created over a two-year period in 1997 by the International Foundation for Retirement Education (InFRE) with our academic partner, Texas Tech University, and more than 100 retirement planning practitioners. Becoming a CRC will enhance your understanding of retirement planning concepts and principles, while tangibly demonstrating your expertise and commitment to the retirement planning profession.

A Leader Among Retirement Designations

The CRC program distinguishes itself from other retirement designations in that it covers both retirement income and accumulation planning. To ensure the CRC exam is testing knowledge of the most recent up-to-date and relevant retirement planning concepts, InFRE conducts a comprehensive industry practice analysis every five years. The optional study materials help retirement professionals apply a consultative, process-oriented approach to help clients make more informed retirement planning decisions. The CRC program can be one answer to professional development needs related to the Department of Labor (DOL) Fiduciary Rule and the CRC Code of Ethics includes as one of its’ principles, “Acting in the best interest of the client or retirement plan participant”.

An Accredited Retirement Certification

The CRC is accredited by the National Commission for Certifying Agencies (NCCA). Independent third-party “program” accreditation for a professional certification provides impartial, third-party validation that the designation has met recognized credentialing standards for development, implementation, and maintenance. The premise behind NCCA accreditation standards is to ensure the health, welfare and safety of the public with certification programs that assess professional competency. Out of the 170 designations listed on the FINRA website, only seven are shown to be independently accredited.

Fortify your retirement expertise by becoming a Certified Retirement Counselor (CRC) Certificant!


Renew Your Certified Retirement Counselor (CRC) Certification

Renewal Requirements


Need more CE?


Order CRC Client Brochures


InFRE’s Leadership


Certificant Press Release


Group Professional Development Live Classroom or Webinar Training

Retirement Income Management Training and Consumer Education


Public Sector Retirement Plan Administrator Training


Retirement Counseling and Other Live Training Courses for groups


Continuing Ed Resources for CRCs

InFRE’s Ethics Courses


InFRE’s Current Quarterly Newsletter, Retirement Insight and Trends – Earn 1.0 CE Credit per Issue


InFRE’s Continuing Education Resources


Save on CE courses and membership


Retirement Income Management Training and Consumer Education


Retirement Plan Administrator Training


InFRE Research

Retirement research InFRE has sponsored or participated in to raise the retirement readiness of the American worker


Find a CRC

Find a CRC certificant in your area or verify certification status


Latest News

The Certified Retirement Counselor (CRC) Is Re-Accredited another five-year period, expiring July 31, 2019


Credentials to Look for in a Financial Adviser, Wall Street Journal, May 31, 2015


Next phase in the fiduciary saga, Bank Investment Consultant


A well-rounded retirement planning education, Life Health Pro


The CRC is highlighted as a leading accredited credential in this video by the Institute for Credential Excellence