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Chartered Retirement Planning CounselorSM - CRPC®

CRPC
CRPC® Professional Designation Program
$1,300.00

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 program.

  • Live Online Classes
    Our Live Online classes are best for individuals who prefer a structured schedule of instructor-led classes to stay on track with completing the program and the advantages of active learning features only possible in a live learning community. Features such as the following help you participate in the learning process, enabling you to apply new skills more quickly into your client interactions:
    • Interactive infographics
    • Activities using whiteboards
    • In-class polls as part of knowledge checks
    • Additional handouts to reinforce learning
    • Real-time access to instructors to ask questions or get clarifications on challenging concepts

Because this option is structured-pace, classes begin at certain times of the year.

  • OnDemand Classes
    Our OnDemand classes are best for individuals who need the flexibility to complete a professional designation program at their own pace based on their busy schedule. Your online learning platform will guide you through all your course-related activities, from reading assignments, recorded video lectures and module quizzes to your final exam.

Because this option is self-paced, you can begin the program at any time. 

    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.
    Plus, completion of professional designations programs can also help you fulfill continuing education (CE) requirements:
    • If you are a CFP® professional, all designation programs (except the WMS® and LUTCF® programs) fulfill 28 hours of CE as part of your CFP® certification renewal.
    • If you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.

    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.

    Schedule
    Location
    Instructor
    CRPC: Live Online Class (August 17 - October 7, 2021) (Version 24)
    SCHEDULE
    August 17 - October 7, 2021
    LOCATION
    Online
    INSTRUCTOR
    Mike Harris

    Frequently Asked Questions about the CRPC® Designation

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