Certified Retirement Counselor (CRC)
Credential: Certified Retirement Counselor (CRC)
Credentialing Agency: International Foundation for Retirement Education (InFRE)
Renewal Period: 1 year
The International Foundation for Retirement Education (InFRE), Certified Retirement Counselor (CRC), is an intermediate-level credential for professionals who specialize in retirement planning. InFRE requires that CRC candidates meet educational and experiential requirements, abide by the Code of Ethics, and pass an exam.
More information can be found on the certifying agency's website.
Certified Retirement Counselor (CRC)
MINIMUM REQUIREMENTS
Eligibility Requirements (View Details)
- Credential Prerequisite
- Experience: 5 years
- Education: High School Diploma/GED
- Training
- Membership
- Other
- Fee
Note: This credential may have multiple options for becoming eligible. Listed are the minimum requirements based on the minimum degree required. To view other options, see the Eligibility tab.
Exam Requirements (View Details)
- Exam
- Written Exam
- Oral Exam
- Practical Exam
- Performance Assessment
RECERTIFICATION SUMMARY
Renewal Period: 1 year
AGENCY CONTACT INFORMATION
International Foundation for Retirement Education (InFRE)
P.O. Box 1860
Lubbock, TX 79408-1860
Phone: (847) 756-7350
Fax: (847) 756-7350
Email: info@infre.org
Education/Training and/or Experience REQUIREMENTS
Candidates are required to have a high school diploma or its equivalent and five (5) years of relevant retirement-related professional experience (within the past seven years).
Option 2:Candidates are required to have a bachelor's degree (or higher), or its equivalent, in any discipline, from an accredited college or university and a minimum of two (2) years of relevant retirement-related professional experience (within the last five years).
Other REQUIREMENTS
The Certified Retirement Counselor (CRC) credential has the following other requirements:
- Candidates are required to complete and pass a background check.
- Candidates must initial the Certificate Holder's Statement, indicating adherance to the CRC Code of Ethics.
Written Exam
- Domain 1: Identify Needs, Concerns and Goals in Terms of Quantitative and Qualitative Factors by Career Stage/Phase of Retirement (25-29%)
- Domain 2: Design Retirement-readiness and Post-retirement Strategies within the Context of the Regulatory, Legal, Operational and Structural Environment (27-31%)
- Domain 3: Facilitate the Implementation of the Retirement-readiness and Postretirement Strategies (18-22%)
- Domain 4: Evaluate, Adjust, and Document Retirement Strategies Across Career Stages/Retirement Phases (14-16%)
- Domain 5: Provide Education Materials and Programs (8-10%)
Exam Preparation Resources
There are a number of resources available to help you prepare for the Certified Retirement Counselor (CRC) examination:
RECERTIFICATION
Certified Retirement Counselor (CRC)
Renewal Period: 1 year