Chartered Retirement Planning Counselor Certification

    CRPC Badge


    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