California Advisors Can Now Use the CRC^® Certification

The California Insurance Code now defines the CRC^® certification as exempt from rules limiting the use of a “senior certification.” In practical terms, that means CRC^® certificants are free to use their CRC^® certification in their communications with the public (assuming an advisor’s internal compliance department also approves such usage). With this new exemption, the CRC^® certification can now be used in all 50 states! More information about the California decision can be found here.

InFRE in the December, 2010 Journal of Financial Planning

Uniform clothing standards helped make affordable garments available to middle-market Americans. Could new retirement standards help make retirement planning affordable for the masses? Read the article here.

InFRE Partners with Texas A&M University Commerce

The financial planning department at Texas A&M University Commerce now offers the Certified Retirement Counselor^® educational program to its students via a two-course certificate program. The course materials prepare students for the educational component of the CRC^® exam. Upon meeting the additional certification requirements of education, experience and a background check, students can eventually be awarded the accredited CRC^® certification. Learn more here.

InFRE Partners with Texas Tech University on Retirement Career Guide

The Bureau of Labor Statistics (BLS) indicates financial advisors will be one of the fastest growing professions in the next decade with a projected growth rate of 30%, much higher than the average for all occupations. Many financial advisors work directly or indirectly with the retirement industry. Now more than ever, the retirement industry has tremendous growth prospects and willing employers who are eager to offer internships and employment opportunities to college students upon graduation.

InFRE, in partnership with Texas Tech University, developed a career guide to raise the awareness of potential opportunities that exist for college graduates in the retirement industry. The career guide is still being refined and we need to collect additional data so we can describe different career opportunities. We need your insights and input by filling out the Retirement Careers survey below. Please submit your completed survey by December 20th close of business.

Year-end CE Opportunities to Fulfill Your Annual CRC^® and CRA^® Ethics and Other CE Requirements with InFRE!

Do you need to submit your ethics CE when you renew your certification this year? Regularly $45 and $35, InFRE’s two-credit ethics courses are now available in online and print format for only $29! Offer expires December 31st. Buy now.

Need a few more CRC^® or CRA^® CE credits in order to renew? Now through December 31st, all $49 elearning courses are $29! Featuring practical and engaging content delivered by leading experts, you can earn retirement-specific CE anytime, any day – wherever you are! You’ll earn 1.5 CE hours for most courses upon passing the online quiz. Buy now. For group discounts on any of these and other continuing education resources, contact Betty Meredith at bmeredith@infrerrc.com.

Earn 12 CRC^® and CRA^® CE credits with our Strategies for Managing Retirement Income Package. This multi-format, self-study course teaches you a retirement income process from accumulation planning through decumulation so you can create practical solutions for each client and address potential income gaps before they occur. A must for any financial professional who wants to focus on this growing retirement niche, the Strategies for Managing Retirement Income Package includes:

• 300-page print book, The Professional’s Guide to Managing Retirement Income*
• Case study and sample planning worksheets to reinforce application of the planning process
• Convenient online audio-visual elearning course

*Note: CFP^® and state insurance CE credit pending. Review detailed program description for more information.

      Learn more here       View print workbook excerpt       View elearning excerpt

Discounts on FPA Virtual Learning Courses. CRC^® Certificants and CRC^® Registrants can now receive discounts on FPA's Virtual Learning Center archives to broaden your financial and retirement planning knowledge while fulfilling continuing education requirements. You are also now eligible for a membership discount program and access to 108 FPA membership benefits. FPA provides members with opportunities to continue their lifelong learning pursuits in specialty areas of financial planning to help them grow professionally and better serve their clients. Learn more by logging into InFRE's secured site.

CRC^® Certificants Can Now File CE Information Online

To simplify and streamline the CE reporting process, Certificants can now file their CE information online. For more information, click here to log in to the CE reporting system.