This guide presents a well-developed retirement planning process that encompasses the entire spectrum of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.
Continuing Education Credits:
Approved for 15 CRC® & 7.5 CFP® CE credits. After passing exam, reporting to InFRE for CRC® CE credit is free; reporting for CFP® credit is $15 per course. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. State insurance CE varies and is purchased separately. Further state CE instructions will be provided in the separate email you receive after you purchase the course. Understand that this information changes frequently, and while we do our best to provide current data, it is your responsibility to verify CE credits with your state.
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CRC® #4: Fundamentals of Retirement Income Planning is the fourth of four CRC
® study guides.
In InFRE's CRC
® #4 you will study InFRE's unique Retirement Income Management content. This guide, the last of the series of four CRC study guides for CRC
® candidates, allows you to finalize the knowledge you need to create a lifetime income stream after retirement.
Here's what you'll learn:CRC
®#4 teaches you to coordinate the work you do as a retirement professional with other advisors essential to the retirement planning process. Topics include:
- Retirement accumulation model
- Retirement income management model
- Determining client retirement income and expense gaps
- Managing retirement risks
- Identification of client tax and estate planning issues and opportunities
- Converting resources into income
- Working with other professionals
Visit InFRE.org to learn the history of the CRC® accreditation and why you should become a CRC®.Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our
refund policy.
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Specifications: Print book
SKU: 02InFRECRC4IncomePRBOOK09
