Advisors - Stage 3

You're an advisor who has a good understanding of the variety of ways you can help your clients bridge the gap between where they are and where they need to be to have the retirement they desire. Why become a Certified Retirement Counselor^® (CRC^®)?

You want to go to the next level. The CRC^® was designed by the International Foundation for Retirement Education (InFRE) to enable retirement professionals like you to manage the increasingly complex challenges facing today's retirees. CRC^® certification demonstrates in a tangible way you have attained the knowledge and experience necessary to be an industry leader, adhere to a code of ethics, and commit to continuing education.

Obtaining CRC^® certification requires registration, preparation for and passing the exam, and completing the certification eligibility requirements. Go to the InFRE site to begin the process toward your certification at least 90 days before you wish to take the exam. Contact Kevin Seibert for more information on pending state insurance and CFP^® CE credit. Look below to see study guides and review materials that are available for CRC^® candidates and other retirement professionals who would like to add this comprehensive retirement resource to their library.

Note: Each CRC^® Course has been approved for 7.5 hours of CFP^® CE credit; state insurance CE credit pending. Contact Kevin Seibert at kseibert@infrerrc.com or (847) 382-9032 for more information.