IRRC courses approved for CFP continuing education credit

Earn CFP® Credit

The following courses are registered with the CFP® Board. The number of CE hours accepted by CFP Board are indicated for each course. To receive CFP® CE Credit please be sure upon checkout to select the CFP® Reporting option from the dropdown menu and to provide your CFP® Certification ID number.

2 hour CFP® Credit Courses

3 hour CFP® Credit Courses

4 hour CFP® Credit Courses

7.5 hour CFP® Credit Courses

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401 (k) Plans PDF Download Course

3 hrs CRC^® & CFP ^® CE
This course provides a thorough overview of 401(k) plans and their features.

$50.00

Advice in Today's Plan World PDF Download Course

4 hrs CRC^® & CFP^® CE
This course is designed to help plan sponsors make an informed decision about providing retirement planning and/or investment advice to retirement plan participants.

$65.00

Basic Principles of Communication PDF Download Course

3 hrs CRC^® CE

Learn the fundamental concepts and techniques for effective communication and counseling.

$50.00

Budgeting PDF Download Course

2 hrs CRC^® & CFP^® CE

Learn practical tips for assuring that the budgeting you do with clients is a useful process for better financial planning.

$35.00

Bundle of CRC® Study Guides

The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once, a perfect addition to your professional library, and receive a quantity discount while also saving money on shipping!

$450.00

CRC® #1: Fundamentals of Retirement Planning

InFRE CRC® Course #1 provides techniques for understanding the broad variety of factors that can affect a client's retirement goals. You will also learn methods for motivating and educating clients on the need to save for retirement.

$125.00

CRC® #2: Fundamentals of Investments

InFRE CRC^® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.

$125.00

CRC® #3: Fundamentals of Retirement Plan Design

InFRE CRC^® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.

$125.00

CRC® #4: Fundamentals of Retirement Income Planning

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.

$125.00

Defined Benefit Plans PDF Download Course

3 hrs CRC^® & CFP^® CE

This course provides an in-depth view of defined benefit plans.

$50.00

Government Plans PDF Download Course

4 hrs CRC^® & CFP^® CE

This course presents the design features of the retirement plans available to the government employer.

$65.00

Individual Retirement Accounts PDF Download Course

2 hrs of CRC^® & CFP^® CE

This course presents the fundamentals of Individual Retirement Accounts.

$35.00

Managing Debt PDF Download Course

2 hrs CRC^® & CFP^® CE

This course presents the advantages and disadvantages of different types of credit.

$35.00

Modes of Education PDF Download Course

3 hrs CRC^® & CFP^® CE
This course takes a close look at the different media that can be used for participant education.

$50.00

Public Sector Bundle of Retirement Plan Administrator Series Guides

Looking for training and education for you and your staff on the design and administration of public sector primary and supplemental retirement plans? Consider this Series. 15 CRC® & 7.5 CFP® CE credits available for each of the 4 parts.

$550.00

Public Sector Retirement Plan Administrator Series Part 1: Fundamentals of Plan Design

15 CRC® & 7.5 CFP® hrs CE
Part 1 of 4 covers the history and legislative overview of retirement plans and explains features and requirements of all types of defined benefit and defined contribution retirement plans.

$150.00

Public Sector Retirement Plan Administrator Series Part 2: Fundamentals of Investing

15 CRC® & 7.5 CFP® hrs CE
Part 2 of 4 discusses trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.

$150.00

Public Sector Retirement Plan Administrator Series Part 3: Fundamentals of Operations

15 CRC® & 7.5 CFP® hrs CE
Part 3 of 4 details plan administration and the role of an administrator, administration of distributions and special events, and evaluating and monitoring retirement plans.

$150.00

Public Sector Retirement Plan Administrator Series Part 4: Fundamentals of Compliance and Ethics

15 CRC® & 7.5 CFP® hrs CE
The fourth course in the retirement plan administrator series provides an overview of government regulations and ethics for plan administrators.

$150.00

Retirement Plan Design PDF Download Course

4 hrs CRC^® & CFP^® CE
This course is an overview/survey course covering defined benefit and defined contribution plans.

$65.00

Retirement Professional's Guide to Managing Retirement Income Package

CRC®, CFP®, & State Insurance CE

Looking for the most in-depth, authoritative professional resource available on retirement income? Get our flagship course in this print and elearning combination at a $29 savings!

$149.00

Retirement Professional's Guide to Managing Retirement Income Print Book

CRC®, CFP®, & State Insurance CE

Looking for the most in-depth, authoritative professional resource available on retirement income? The Professional's Guide covers the latest in new concepts and strategies specific to distribution planning.

$99.00

The Investment Policy Statement PDF Download Course

2 hrs CRC^® & CFP^® CE
This course presents practical guidelines for fiduciaries and administrators when developing an investment policy statement.

$35.00

The Retirement Counseling I Course (Texas A&M University-Commerce)

Retirement Counseling I provides intermediate instruction of retirement preparation and investment management, for individuals wanting detailed instruction in retirement counseling or prep for the CRC® exam. Offered by Texas A&M University-Commerce.

$400.00

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