Earn CFP® Credit

Earn CFP® Credit

Looking for CRC® continuing education (CE) credit courses?


The following courses are registered with the CFP® Board. You may choose courses according to:

      - Number of credit hours

      - Topic

      - Format


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.

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401 (k) Plans PDF Download Course

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
6/13/13 LIVE Webinar Event - The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

6/13/13 LIVE Webinar Event - The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell

*1.0 hour of CRC® and CFP® CE*
In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member.
$49.00
A Case Study of Retirement Planning for a Teacher Approaching Retirement Elearning

A Case Study of Retirement Planning for a Teacher Approaching Retirement Elearning

*1.0 hour of CRC® and CFP® CE*
There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011.
$29.00
Advice in Today's Plan World PDF Download Course

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
A New Model for Retirement Education and Counseling Elearning

A New Model for Retirement Education and Counseling Elearning

CRC® & CFP® CE
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$29.00
A New Model for Retirement Education and Counseling MP3 Audio

A New Model for Retirement Education and Counseling MP3 Audio

CRC® & CFP® CE
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$12.95
A New Model for Retirement Education and Counseling MP3 & Handout

A New Model for Retirement Education and Counseling MP3 & Handout

CRC® & CFP® CE
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
$18.95
Appleby's Combo - Required Minimum Distributions and Beneficiaries Elearning

Appleby's Combo - Required Minimum Distributions and Beneficiaries Elearning

*1.0 hour of CRC® and CFP® CE per course*
Two highly-valuable elearning courses that will help you navigate the intricacies of IRA required minimum distributions and beneficiary options.
$99.00
Appleby's IRA Beneficiary Matters: Designations, Distribution Options, and Avoiding Traps Elearning

Appleby's IRA Beneficiary Matters: Designations, Distribution Options, and Avoiding Traps Elearning

*1.0 hour of CRC® and CFP® CE*
This will help you understand the intricacies of required minimum distributions by covering the rules and regulations that govern beneficiary designations.
$69.00
Appleby's Required Minimum Distributions: An Explanation of the Rules That Govern Required Minimum Distributions for IRAs Elearning

Appleby's Required Minimum Distributions: An Explanation of the Rules That Govern Required Minimum Distributions for IRAs Elearning

*1.0 hour of CRC® and CFP® CE*
You'll learn in-depth the rules that govern required minimum distributions for IRAs, including the roles and responsibilities of interested parties.
$69.00
Basic Principles of Communication PDF Download Course

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

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
Changing Behavior or Changing Attitudes Elearning

Changing Behavior or Changing Attitudes Elearning

*1.5 hours of CRC® and CFP® CE*
Accumulating money during the working years is a critical component of retirement preparedness.
$29.00
Changing Behavior or Changing Attitudes MP3 Audio

Changing Behavior or Changing Attitudes MP3 Audio

*1.5 hours of CRC® and CFP® CE*
Accumulating money during the working years is a critical component of retirement preparedness.
$12.95
Changing Behavior or Changing Attitudes MP3 Audio & Handout

Changing Behavior or Changing Attitudes MP3 Audio & Handout

*1.5 hrs of CRC® and CFP® CE*
Accumulating money during the working years is a critical component of retirement preparedness.
$18.95
CRC® #1: Fundamentals of Retirement Planning

CRC® #1: Fundamentals of Retirement Planning

*CE Avail*
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

CRC® #2: Fundamentals of Investments

*15 CRC® hrs, 7.5 hrs CFP® & State CE*
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

CRC® #3: Fundamentals of Retirement Plan Design

*15 CRC® hrs, 7.5 hrs CFP® & State CE*
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

CRC® #4: Fundamentals of Retirement Income Planning

*CRC®, CFP® & State CE*
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
CRC® Study Guides Bundle - complete set of four

CRC® Study Guides Bundle - complete set of four

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
Defined Benefit Plans PDF Download Course

Defined Benefit Plans PDF Download Course

3 hrs CRC® & CFP® CE

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

$50.00
Free Demo - CRC® #1: Fundamentals of Retirement Planning

Free Demo - CRC® #1: Fundamentals of Retirement Planning

*CE Avail*
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.
$0.00
Free Demo - CRC® #2: Fundamentals of Investments

Free Demo - CRC® #2: Fundamentals of Investments

*15 CRC® hrs, 7.5 hrs CFP® & State CE*
InFRE CRC® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.
$0.00
Free Demo - CRC® #3: Fundamentals of Retirement Plan Design

Free Demo - CRC® #3: Fundamentals of Retirement Plan Design

*15 CRC® hrs, 7.5 hrs CFP® & State CE*
InFRE CRC® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.
$0.00
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