Chartered Retirement Plans SpecialistSM - CRPS®

The Chartered Retirement Plans SpecialistSM , or CRPS® program, is a designation program for financial professionals. This program provides experienced advisors who are focused on retirement plans with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Students will be able to effectively administer retirement plans for businesses and their employees.
Begin your program at any time and complete your CRPS® designation program.
Students have access to OnDemand classes which provide 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.
The CRPS® 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 CRPS®, graduates earn direct credit for one elective course in the College’s Master of Science Degree in Personal Financial Planning.
- If you are a CFP® professional, all designation programs (except the FPQP®, WMSSM 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 CRPS®designation package includes:
Because this option is self-paced, you can begin the program at any time.
- Introduction to ERISA and the Fiduciary Standard
- Employer-Funded Defined Contribution Plans
- Participant-Directed Retirement Plans
- Retirement Plan Solutions for Small Business Owners
- Retirement Plan Selection, Design and Implementation
- Administering ERISA-Compliant Plans
- Working with Participants
The Practice Exam is designed to closely replicate the Final Exam experience in terms of the degree of difficulty, timing, format, and topical coverage. This exam can be taken twice and provides unique practice questions that you haven’t seen at this point in your studies. The Practice Exam is a sound indicator of how you will perform on your Final Exam. It allows you to see areas of strength and weakness on your Performance Tracker.
Course Sessions
You can enroll and begin pre-recorded class lectures at any time.
Frequently Asked Questions about the CRPS® Designation
- Experienced advisors who desire financial planning credentials to advance their career
- Advisors who wish to specialize in wholesale-based retirement plans rather than planning for individuals
- Advisors who wish to pursue the CFP® certification or a master of science degree at a later date
- Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
- Students who enroll in OnDemand classes will receive online access immediately after they enroll.
- Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
- Students who enroll in OnDemand classes will receive online access immediately after they enroll.
A passing score on the Final Exam is a score of 70% or higher. The grade earned on the Final Exam reflects your overall grade for the designation program.
A score of 70% or better is required to pass all professional designation final exams. Students who do not earn a minimum of 70% after the allotted number of final exam attempts will be required to re-enroll in the professional designation course, pursuant to the Professional Designation Re-Enrollment Policy.
For LUTCF® designation holders
A $50 renewal fee is also required every two years.
Learn more about your renewal options at this link: Renew Your Professional Designation
This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. The sample includes 198 graduates whose most recent professional designation earned was a specialized financial designation (AAMS®, ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS®) and who answered this question.
Offer the CRPS® Program to Your Employees
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