Certified Retirement Counselor
The following information is taken from the CRC Policies Manual, Section 4 – Test Development, Administration, Scoring, Analysis and Reporting.
Prepare for the exam by first reviewing the CRC Test Specifications. The four-hour, 200-question multiple-choice exam covers the domains of practice and knowledge required to perform tasks listed in the CRC Test Specifications, and should be well understood before taking the exam. You may choose to use your own study materials and other resources to prepare. InFRE also provides optional print, live classroom review and online exam preparation resources to help candidates prepare for the exam. Be sure to also download and review the current year’s COLA updates here.
How to Request to Take a Test
If you enrolled as a CRC Candidate after October 1, 2008, complete a Request to Schedule CRC Examination Form and submit it with your examination fee. You may complete the CRC Examination Form online, download a Form or call 847-756-7350 ext. 134 to complete the examination request by phone.
If you require special testing accomodations due to a disability, access the Request for Special Testing Accommodations form here.
CRC examinations are proctored quarterly at a location convenient to you. If you wish to sit for an exam, you must notify us by the deadline by submitting the Request to Schedule CRC Examination Form so that we can arrange for a test site and proctor.
Exam Schedule and Deadlines
Forms must be received by InFRE no later than 5:00 PM Central time on the date indicated.
Your exam may be scheduled on Monday through Saturday during the week of a scheduled Exam Date. Special exam scheduling exceptions will be made based on religious holidays, exam site availability, and other extenuating circumstances. After your Request to Schedule CRC Examination Form has been submitted, an InFRE customer service representative will contact you approximately two weeks prior to your exam date with time and location. Exams are typically administered at colleges or universities as close as possible to the Candidate.
What to Bring to an Exam
You may not use any of the following during the exam:
The pass point for each form of the examination is determined by the InFRE Board of Standards and Policy Development based on credentialing industy accepted practice. Candidates who fail the exam may retake the exam during the next testing cycle and there is no limit as to the number of times one can take the exam. See requirements for requesting a rescore here.
Exam Fee Refund, Rescheduling
Candidates who wish to cancel their exam may request an exam fee refund under certain conditions. Candidates unable to sit for the CRC Examination after submitting their Request to Schedule CRC Examination Form with payment may reschedule their exam date under certain conditions.
For questions about the exam procedures, contact Amy, 847-756-7350 ext 134 or email@example.com.