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The purpose of the CRC® renewal program is to enhance continued competence and ensure an ongoing understanding and compliance with ethical requirements.

The CRC® certification carries an obligation of continuing education to help Certificants maintain current understanding and knowledge of relevant retirement planning topics. Like many other professional certifications and licenses, an annual continuing education requirement assures a Certificant’s commitment to life-long learning. The one year continuing education requirement is important for professionals working in a dynamic industry with a constantly changing legislative, tax and resources environment.

In order to maintain active status, a Certificant must submit the following on an annual basis:

  • A form confirming at least 15 hours of continuing education;
  • A signed Certificate Holder’s Statement (Exhibit A) attesting to their understanding of and compliance with ethics requirements; and
  • A renewal fee of $100.

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