InFRE's Certified Retirement Counselor® (CRC®) exists to enhance the retirement preparedness of the American Worker by advancing recognition among retirement planning professionals of the need for a retirement-specific certification program that demonstrates a mastery of subject matter and commitment to the retirement planning profession, a code of ethics, and continuing education.
The CRC Board of Standards and Policy Development (BOS) is the policy-making and oversight group for the CRC. The purpose of the BOS, as determined by InFRE’s Board of Governors, is to independently establish the governing rules and regulations related to certification programs, make determinations regarding eligibility and all essential certification decisions, and provide mediation and interpretations for the program as needed by staff and other volunteer groups. In addition, the Board of Standards regulates the use of the CRC mark through trademark law by authorizing individuals who meet its certification requirements to use the marks.
The Handbook for Certified Retirement Counselors is an excerpt of the detailed CRC Program Policies Manual below and contains essential information Certificants need to know to maintain certified status.
The detailed CRC Program Policies Manual contains information on:
General policies and procedures regarding the certification, including:
Certification requirements, including:
Test development, administration, scoring, analysis and reporting, including:
Important Certificant Information
The CRC Code of Ethics and Certificate Holders’ Statement provide certificants with guidance to operate at the highest level of professional standards.
Guidelines for Use of the Mark. Please read this section carefully before using the mark in print, online and presentation formats.
The Certificant Appeals process for certificants regarding eligibility determination, renewals, revocation of certification or other disciplinary action and issues regarding exam administration or testing conditions.
Certificant Complaints and Discipline. See immediate grounds for discipline here, or click here to report a complaint against a CRC.
Continuing education requirements (CE), including:
