Chartered Retirement Planning CounselorSM - CRPC®

The Chartered Retirement Planning CounselorSM , or CRPC® program, is a designation program for financial professionals. This program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.” There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.
Choose your learning modality and complete your CRPC® designation.
- Attend Live Online classes from the comfort of your home! Expert faculty will lead a series of Live Online class sessions, which are then archived to your dashboard for further review or in case you miss a class.
- With OnDemand classes, you get the best of both worlds—instructor-led lectures and the ability to view them when it fits into your schedule.
The CRPC® designation streamlines the cost and time toward your next credential.
As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the CRPC®, graduates earn direct credit for:
- Course FP515 in the College's CFP® certification education program.
- One elective course in the College’s Master of Science Degree in Personal Financial Planning.
The CRPC® designation package includes:
The next Live Online classes will be offered during these dates. If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.
Course Sessions
The next Live Online classes will be offered during these dates. If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.
Frequently Asked Questions about the CRPC® Designation
Offer the CRPC® Program to Your Employees
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