7.5 hour CFP® Credit Courses

7.5 hour CFP® Credit Courses
The following courses are accepted by the CFP® Board for 7.5 CE Credits each upon completion of the online exam. 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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Bundle of CRC® Study Guides

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

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

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

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

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
Public Sector Bundle of Retirement Plan Administrator Series Guides

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

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

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

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

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 Professional's Guide to Managing Retirement Income Print Book

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

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

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

Retirement Counseling II is the second in a series of courses offered by Texas A&M University-Commerce providing detailed instruction in retirement counseling and preparation for the CRC® exam.
$400.00
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