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Approved Continuing Education Credits for State Insurance Licenses and CFP® Certification

InFRE CRC curriculum and other courses are approved to meet your state insurance license and CFP® continuing education requirements.

State Insurance License Credit

To view state insurance license credit approvals please click on the drop down boxes below associated with each respective course.

CRC® 1 Fundamentals of Retirement Planning

CRC® 2 Fundamentals of Investments

CRC® 3 Fundamentals of Retirement Plan Design

CRC® 4 Fundamentals of Managing Retirement Income, Retirement Readiness, Counseling, and Ethics

The Retirement Professional's Guide to Managing Retirement Income (Self Study)

The Retirement Professional's Introduction to Managing Retirement Income (Self Study)

Introduction to Managing Retirement Income (Instructor led course)

Strategies for Managing Retirement Income (Instructor led course)

The Retirement Income Management Process(Instructor led course)

 

CFP® Approved Credit

The CFP® Board of Standards has accepted all the following courses for continuing education credits.

CRC® 1

7.5 hours credit

CRC® 2

7.5 hours credit

CRC® 3

7.5 hours credit

CRC® 4

7.5 hours credit

RPAS - Retirement Plan Design 7.5 hours credit
RPAS - Investing 7.5 hours credit
RPAS - Plan Operations 7.5 hours credit
RPAS - Compliance and Ethics 7.5 hours credit

Professional's Guide Self Study

7.5 hours credit

The Retirement Professional's Introduction to Managing Retirement Income (Self Study) 3 hours of credit

Introduction to Managing Retirement Income (Instructor led)

1 hour credit

Strategies for Managing Retirement Income (Instructor led) 4 hours credit

The Retirement Income Management Process (Instructor led)

2 hours credit



Each continuing education certificate for state insurance licenses, and CFP® requirements is issued for $25 processing fee plus any applicable state fees for the first certificate, $15 processing fee plus any applicable state fees for additional certificates.

Continuing education credit is earned by going to InFRE's virtual university website and successfully taking an online quiz. To learn more about how to earn continuing education credit and access the online quizzes, please call 847-756-7350 ext. 134 or email info@infre.org.