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Chartered Retirement Plans SpecialistSM - CRPS®

CRPS Professional Designation Program

The CRPS® is a graduate-level designation program for experienced financial advisors who wish to specialize in retirement plan creation and administration.

As retirement plan options evolve and tax complexities increase, many companies seek professional plan administrators to design, install, and maintain their company retirement plans. Firms of all sizes recognize the unique skills needed to implement and oversee these internal retirement plans—skills within your reach with the CRPS® designation. Your CRPS® mark will set you apart from other advisors with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Plus, you’ll be able to effectively administer retirement plans for businesses and their employees.

Upon graduation, CRPS® 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: Mon/Wed
Session Time: 5:00-6:00pm ET
Start Date: October 21, 2019
End Date: December 11, 2019

Frequently Asked Questions about the CRPS® Designation


Is this designation right for you?


How does the CRPS®Program work?

Offer the CRPS® Program to Your Employees

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