What is a Chartered Retirement Planning Counselor (CRPC)?

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A Chartered Retirement Planning Counselor (CRPC) is a designation for financial professionals focused on retirement planning. The program is designed for new and experienced advisors who seek to define a “road map to retirement” for their clients.

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You should consider hiring a CRPC if you are looking for specific assistance with retirement planning needs. Typically, individuals and couples in their 50s begin seriously planning for retirement.

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Social Security and Medicare Planning

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Bridging the gap between late-career and the early years of retirement helps build the foundation for a secure and long-lasting retirement.

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Reducing Financial Risks

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A CRPC can work with clients to outline the most effective charitable giving plan and strategies to leave the most money to heirs.

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What Does it Take to Earn and Maintain the CRPC?

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Upon completion of the coursework, candidates must pass a final exam with a score of 70% or higher. There is a 3-hour time limit and candidates have a maximum of two attempts to pass the exam.

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[{"selector":"#anim-f1e83ee7-d6a0-4dc1-8c83-55c636cea8e6","keyframes":{"opacity":[0,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-2bff1948-1148-49e3-b585-2fdde45dd2ee","keyframes":{"transform":["scale(0.3333333333333333)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] 3 Reasons Why a Financial Advisor is Worth the Money Are Employee Benefits Actually Worth as Much Money as You Think? Financial Advisors for Immigrants & Foreign Nationals

What is a Chartered Retirement Planning Counselor (CRPC)?

A Chartered Retirement Planning Counselor (CRPC) is a designation for financial professionals focused on retirement planning. The program is designed for new and experienced advisors who seek to define a “road map to retirement” for their clients.