Certification

Chartered Retirement Planning Counselor (CRPC)

College for Financial Planning

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The CRPC® certification program is for experienced financial advisors who wish to offer more comprehensive retirement advice to individual clients. Financial advisors face an increasingly complex onslaught of retirement planning questions as aging baby boomers look for investments to meet their lifestyle needs in 10 years, 20 years, and beyond, as well as determining when they can actually retire.

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Skills taught

Maximize client experience during the retirement planning processApply investment principles and strategies for retirement portfoliosKnowledge of Social Security, military, and government retirement benefitsIdentify additional income sources to bridge retirement income gapsNavigate health care options in retirementManage the emotional and financial transition to retirementDesign optimal retirement income streamsAchieve income tax and estate planning objectives in retirementApply fiduciary, ethical, and regulatory standards for financial advisers
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