CHARTERED RETIREMENT PLANNING COUNSELOR CERTIFICATION

Individuals who hold the CRPC^® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Topics of study include:

• The Retirement Planning Process & Meeting Multiple Financial Objectives
• Sources of Retirement Income
• Personal Savings: Investing for Retirement
• Employer-Sponsored Plans
• Individual Deferred Compensation
• Planning for Incapacity, Disability & Long-Term Care
• When to Retire
• Retirement Plan Distributions
• Asset Management & Investment Strategy During Retirement
• Income Taxes & the Retiree
• Estate Planning
• Retirement Cash Flow Considerations

Source: College For Financial Planning