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.

1 - 1.5 hour CFP® Credit Courses

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

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

*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

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

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

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

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

*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

*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

*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

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

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

*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

*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

*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

*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

*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®, 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

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

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

*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

*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

*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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