Education and Training
Click here to review InFRE's continuing education courses available for purchase.
Click here to review InFRE's interactive webcourses available for purchase.
Studying independently to take the exam? Check out InFRE’s optional CRC Study Materials and online exam preparation sessions, are accessible at your convenience in 60-90 minute pre-recorded sessions.
Do you have a group of individuals planning to take the CRC exam at the same time? A multi-day, classroom CRC Exam Review Course delivered by an InFRE-approved instructor can be provided at a venue of your choice.
Maybe you just need retirement counseling training for support staff? InFRE’s new Retirement Counseling Certificate Courses are designed to build the retirement knowledge, client counseling skills, and productivity of pension system counselors, call center, bank branch personnel, and others to new levels.
InFRE’s optional Certified Retirement Counselor® (CRC) study materials provide a careful balance of the most in-depth and most current retirement-planning information available, drawing on the expertise and resources of the most respected names in the retirement planning industry.
For your convenience, you may purchase the entire CRC curriculum
| Purchase set of CRC study materials if you are employed in the private sector | Purchase set of CRC study materials if you are employed in the government sector |
Course #1: Fundamentals of Retirement Planning
Course #2: Fundamentals of Investments
Course #3: Fundamentals of Retirement Plan Design
Course #4: Fundamentals of Retirement Income Planning
CRC Pre-Recorded Instructor: Diane Savage, CFP, CRC
Free with purchase of CRC study guides. |
This optional series of sixteen, 60-90 minute courses complement the CRC optional print study materials. Designed to reinforce (not replace) the study materials and end of chapter quizzes, these courses provide CRC Candidates with a highly effective audio and visual alternative to prepare for the exam. |
Live Classroom CRC Exam Review
InFRE provides an optional pre-exam, 2.5-day, review course for organizations with groups of CRC candidates. These specially designed sessions allow those preparing for the CRC exam to undergo an intense review with an InFRE-approved professional to help candidates be as prepared as possible. All major areas of study as described by the CRC 2008 Test Specifications are reviewed, from the retirement planning process and income tax strategies, to pre- and post-retirement counseling, income management and the CRC Code of Ethics.
Click here for and InFRE representative to contact you about delivering this course live to groups or licensing the course for external and/or internal training purposes (this will open your e-mail application); or call 847-756-7350 ext. 132.
Retirement Counseling Certificate Courses
Have employees behind the front line who provide services supporting retirement counselors or other services, such as bank staff, mutual fund back office employees, or call center representatives? Training them on key retirement planning issues can go a long way in helping them better serve your clients, be more productive, and increase retirement assets under management.
The Retirement Counseling Certificate Series provides learners with an understanding of the essential fundamentals of retirement planning today:
Click here for an InFRE representative to contact you about delivering these courses live to groups or licensing them for external and/or internal training purposes (this will open your e-mail application); or call 847-756-7350 ext. 132.
