CRPC Chartered Retirement Planning Counselor



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