InFRE® CRC® Certification

InFRE® CRC® Certification
Become a Certified Retirement Counselor® (CRC®) and be recognized as a dedicated retirement professional.

Because the CRC® is an independently accredited, retirement-specific program, earning this certification tangibly demonstrates that you adhere to our Code of Ethics, are committed to ongoing education, and have the knowledge and experience necessary to be recognized as a true retirement professional and industry leader.


The CRC® can complement other professional certifications while creating opportunities to meet CE requirements. Certification requirements include successful completion of a 200 question exam, meeting eligibility requirements, and background check. Be sure to visit http://www.InFRE.org at least 90 days before you wish to take the exam to review all requirements and to register as a CRC® candidate.


Study guides are available at a savings as the Bundle of CRC® Study Guides or individually per below:

  • CRC® 1 - Fundamentals of Retirement Planning

  • CRC® 2 - Fundamentals of Investments

  • CRC® 3 - Fundamentals of Retirement Plan Design

  • CRC® 4 - Fundamentals of Retirement Income Planning


    • Note: Each CRC® Course has been approved for 7.5 hours of CFP® CE credit; click here to view state insurance CE credit. Contact Kathy Kull at kkull@infrerrc.com or 847-686-0440 x105 for more information.
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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
    CRC® Exam Elearning Review

    CRC® Exam Elearning Review

    Reinforce your professional knowledge and CRC® Candidate training with this highly effective set of 34 audio-visual courses ranging from thirty to ninety minutes each.
    $249.00
    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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