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Certified Retirement Counselor

Refund and Exam Rescheduling Policy

Exam Fee Refund

Candidates unable to sit for the CRC Examination who have submitted their Request to Schedule CRC Examination Form with payment and who then subsequently wish to cancel their Exam Date may request an exam fee refund from InFRE as follows:

  • When such request is received prior to or on the Exam Request Deadline date for the candidate’s scheduled Exam Date, the candidate will be entitled to a refund of the examination fee paid less a $50 processing fee.

  • When such request is received after the Exam Request Deadline date for the candidate’s scheduled Exam Date, the candidate will be entitled to a refund of the examination fee paid less a $50 processing fee and a $100 cancellation fee ($150 total).

Candidates who wish to cancel their Exam Date and request a refund must submit their request no later then seven days prior to their scheduled exam date.  Refund requests submitted within seven days prior to the scheduled Exam Date will not be honored and the candidate will not be entitled to a refund.  It is the candidate’s responsibility to know and understand the CRC eligibility policy as stated in Section 3.1 and no refunds will be granted when a candidate fails to meet the eligibility requirements. 

When a candidate must cancel an Exam Date within seven days of their scheduled date due to a medical emergency or other extenuating circumstance and is denied a refund per the above policy, the candidate may submit a written appeal with supporting documentation that clearly states the reasons for cancellation.  The CRC Appeals Committee will consider all refund appeals and respond to the candidate in accordance with the appeals policy.  The decision of the CRC Appeals Committee will be final.  Under no circumstances will the $50 processing fee or $100 cancellation fee (when applicable) be refundable.

CRC Examination Rescheduling

Candidates unable to sit for the CRC Examination after submitting their Request to Schedule CRC Examination Form with payment may reschedule their Exam Date as follows:

  1. When such request is received prior to or on the Exam Request Deadline date for the candidate’s scheduled Exam Date, the candidate may reschedule their Exam Date for no additional fee.

  2. When such request is received after the Exam Request Deadline date for the candidate’s scheduled Exam Date, the candidate may reschedule their Exam Date after paying a $100 rescheduling fee.

Candidates who wish to reschedule their Exam Date must submit their request no later than seven days prior to their scheduled Exam Date.  When the candidate cancels their Exam Date within seven days prior to the scheduled Exam Date, they must submit a new Request to Schedule Examination form with full payment.

When a candidate must cancel an Exam Date within seven days of their scheduled date due to a medical emergency or other extenuating circumstance and is denied an opportunity to reschedule per the above policy, the candidate may submit a written appeal with supporting documentation that clearly states the reasons for cancellation.  The CRC Appeals Committee will consider all rescheduling appeals and respond in accordance with the appeals policy.  The decision of the CRC Appeals Committee will be final.  Under no circumstances will the $100 rescheduling fee (when applicable) be waived.

Study Guide Refund

Study guides may be returned in unused condition within ten business days from the date of receipt. No refunds will be granted when study guides are returned more than ten business days from the date of receipt or in damaged condition.