InFRE, an independent, non-profit organization, sets the standard for retirement-focused designations (Certified Retirement Counselor (CRC), Certified Retirement Administrator (CRA)) for retirement professionals. These designations ensure that employees are getting assistance from individuals with a certification of competency, skill and experience to help employees plan for their retirement goals.


InFRE Announces TWO IMPORTANT
 Certification Policy Changes

InFRE continually reviews its curriculums and its policies, and makes changes as a result of input from designees and staff. InFRE is at this time instituting two changes to its policies for the Certified Retirement Counselor (CRC) and Certified Retirement Administrator (CRA) certifications, effective immediately:

  • Degree Requirement Removed:  A college degree is no longer required to earn the CRC and CRA designations.

Those designees who received their certification through the special grandfathering opportunity will have automatically met the education requirement either through earning a degree or by having the necessary added years of employment.

It is felt that those students who are able to master the material, have the minimum required years of relevant employment and exhibit successful completion of all the examinations, have earned the right to immediately enjoy the benefits of designee status, regardless of their level of university achievement.

  • Ethics Continuing Education:  CRC and CRA designees are required to fulfill 2 hours of continuing education in Ethics every 2 years. Previously, this has been the only continuing education requirement that must be met with an InFRE-produced course.

A designee’s first two-year ethics requirement must be met with an InFRE-produced Ethics course (self study or workshop attendance) that specifically addresses the InFRE Code of Ethics.

Subsequently, Ethics CEU’s may continue to be fulfilled by taking an ethics course produced by InFRE -  OR - by taking a course designed

(a) to meet the ethics mandate of another appropriate association or designation (example: CFP, CLU, etc.), or

(b) to meet state or federal licensing requirements for securities or insurance.

If you are uncertain as to whether another course will qualify, please contact InFRE headquarters.

The Policy Board still considers it important to take one course that directly addresses InFRE’s Code of Ethics, hence the requirement to take one InFRE-produced course. Thereafter it is felt that there are other Ethics courses that deliver many of the same messages.

 

 

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