CRPC Designation
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Chartered Retirement Planning CounselorSM  - CRPC®

The Chartered Retirement Planning Counselor℠, 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.

Our program now includes a course topic titled "Understanding Social Security, Military and Government Retirement Benefits" that helps students gain specialized knowledge to address the retirement planning needs for government and military employees.

CRPC® Professional Designation Package Version 27
$1,375.00

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” for their clients. There is a focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. The CRPC® professional designation program will help you discover practical knowledge that is immediately applicable to this evolving planning niche.

Our program now includes a course topic titled 'Understanding Social Security, Military and Government Retirement Benefits' that helps students gain specialized knowledge to address the retirement planning needs for government and military employees.

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® program, graduates earn direct credit for:

  • Course FP515 Retirement Savings and Income Planning in the College's CFP® certification education program or
  • 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, successful completion of the College’s professional designation programs can qualify for CE hours for CFP® certification renewal as follows:
    • ADPA® program: 28 hours (live online program); 22.5 hours (ondemand program)
    • SE-AWMA® program: 28 hours (live online program); 24 hours (ondemand program)
    • All other designation programs (except the FPQP® and WMSSM  programs): 28 hours (either live online or ondemand program)
  • 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.
$1,375.00

Course Topics

✔ Maximizing the Client Experience During the Retirement Planning Process
✔ Principles and Strategies When Investing for Retirement
✔ Understanding Social Security, Military and Government Retirement Benefits
✔ Bridging the Income Gap: Identifying Other Sources of Retirement Income

✔ Navigating Health Care Options in Retirement
✔ Making the Emotional and Financial Transition to Retirement
✔ Designing Optimal Retirement Income Stream
✔ Achieving Income Tax and Estate Planning Objectives in Retirement
✔ Fiduciary, Ethical, and Regulatory Issues for Advisers

Classes

Choose between Live Online or OnDemand classes to complete your program.

Textbooks

Electronic textbooks are your primary resource for course content. You will receive an electronic VitalSource eBook as part of the package price. eBooks in the ePub format that are compatible with Apple iPad and MOBI/Kindle will also be available on your student dashboard. 

Printed textbooks are available as an add-on to your package for $159 plus tax and shipping. 

 

Module Quizzes

Module Quizzes, located at the end of each unit in your program, are designed to gauge your comprehension of the material. Students must complete the 30-question quiz for each module (or 20-question quiz if you are pursuing the ADPA® program) before moving to the next module. For questions answered incorrectly, correct answers with detailed rationale are provided to help improve your comprehension.

Practice & Final Exam

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. 

To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. The grade earned on the Final Exam reflects your overall grade for the designation program.

Learn More About the CRPC® Program

Mike Harris, Associate Professor at the College for Financial Planning®—a Kaplan Company, discusses the wave of baby boomers retiring and a key question financial professionals face from clients — "How do I live on a retirement account?". Watch the video to learn more about the knowledge and tools financial professionals gain through the College's Chartered Retirement Planning Counselor℠ program, including specialized knowledge to address retirement planning for government and military employees.

Course Sessions

The next Live Online classes will be offered in September 2024. Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.

If you prefer OnDemand classes, you can enroll and begin pre-recorded class lectures at any time.

Frequently Asked Questions about The CRPC® Designation

The CRPC® designation program is designed for both intermediate and experienced advisors who wish to provide more comprehensive retirement planning advice to individual clients and families.
 
  • Experienced advisors who desire financial planning credentials to advance their career
  • Producers who are transitioning from product sales into offering a broader range of services
  • Advisors with a broad financial knowledge who wish specialize in personal retirement planning
  • Advisors who wish to pursue the CFP® certification or a master of science degree at a later date
For all designation programs except the Sports & Entertainment (SE) Supplemental Education for the AWMA® program
Students in all professional designation programs except the Sports & Entertainment (SE) Supplemental Education for the AWMA® Program have 120 days from the date they are provided online access to complete a designation program (including testing and passing the Final Exam). 
  • 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.

If you need to extend your program, extensions of up to 60 days are available at a fee.  Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.

Sports & Entertainment (SE) Supplemental Education for the AWMA® program

Students have 30 days from the date they are provided online access to complete the program (including testing and passing the Final Exam). 

If you need to extend your program, extensions of up to 60 days are available at a fee.  Extensions requests must be received on or before the fourteenth day following the course end date. Fees are non-refundable.

 

 

 

The Final Exam for the CRPC® program contains 85 questions. 

Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam.

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.


After a student successfully completes the academic requirements of the professional designation program, students are notified via email (typically within 48 hours of course completion) to apply for authorization to use the applicable certification marks in accordance with the designation requirements. You can also apply for authorization through home.kaplanlearn.com. Continued use of certification marks is subject to compliance with ongoing renewal requirements.










All CRPC® designation holders are responsible for completing 16 hours of Continuing Education credits every two years.

A $100 renewal fee is also required every two years. Learn more about your renewal options at the link below:

Renew Your Professional Designation
For the AAMS®, APMA®, AWMA® ,CRPC® , CSRIC®, FPQP®  and SE-AWMA® designations:
To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 3 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

If you are pursuing the Sports & Entertainment (SE) Supplemental Education for AWMA® Program to earn your SE-AWMA® designation, you must achieve a score of 70% or higher on the Final Exam. These students have an allotted time of 1 hour to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

The grade earned on the Final Exam reflects your overall grade for the designation program.


For the ABFP®, ADPA® and WMSSM  designations:
To pass the designation program, you must achieve a score of 70% or higher on the Final Exam. Students have an allotted time of 2 hours to take the Final Exam and a maximum of two attempts to pass the Final Exam. 

The grade earned on the Final Exam reflects your overall grade for the designation program.

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® program, graduates earn direct credit for:

  • Course FP515 Retirement Savings and Income Planning in the College's CFP® certification education program or
  • 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, successful completion of the College’s professional designation programs can qualify for CE hours for CFP® certification renewal as follows:
    • ADPA® program: 28 hours (live online program); 22.5 hours (ondemand program)
    • SE-AWMA® program: 28 hours (live online program); 24 hours (ondemand program)
    • All other designation programs (except the FPQP® and WMSSM  programs): 28 hours (either live online or ondemand program)
  • 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.

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