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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 have the ability to test out of two (of seven) courses in our CFP® certification education program and earn three hours of credit toward an MS Degree in Personal Financial Planning.


Review our Policies and Procedures for more details. 

Course Sessions

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

Session Days: Tues/Thur
Session Time: 7:30-8:30pm ET
Start Date: April 7, 2019
End Date: May 28, 2020

Session Days: Mon/Wed
Session Time: 6:30-7:30pm ET
Start Date: May 11, 2020
End Date: July 6, 2020

Frequently Asked Questions about the CRPC® Designation


Is this designation right for you?


How does the CRPC® Program work?

Offer the CRPC® Program to Your Employees

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