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Chartered Retirement Planning CounselorSM - CRPC®

CRPC Professional Designation Program

The CRPC® is a graduate-level designation program for experienced financial advisors who wish to offer more comprehensive retirement advice to individual clients. This program will help you define a “road map to retirement,” enabling you to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

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.  You’ll find these clients demand a high level of knowledge from their advisors. You can build upon this knowledge and add to your expertise and credibility with the CRPC® mark after your name. 

Upon graduation, CRPC® designees receive credit for the completion of FP515 in our CFP® certification education program and earn three hours of credit toward an MS Degree in Personal Financial Planning.

Course Sessions

OnDemand courses are always available, and the next optional live online courses will be offered during these dates. You can enroll and begin at any time using OnDemand, prerecorded course lectures.

CRPC: Live Online Class (September 14 - November 4, 2020) (Version 23)
September 14 - November 4, 2020
Barclay Roper

Frequently Asked Questions about the CRPC® Designation

Offer the CRPC® Program to Your Employees

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