Education and Training
InFRE’s Certified Retirement Counselor® (CRC) study materials provide a careful balance of the most in-depth and most current retirement-planning information available, drawing on the expertise and resources of the most respected names in the retirement planning industry.
Studying independently to take the exam? Check out InFRE’s CRC Study Materials and online exam preparation sessions, are accessible at your convenience in 30-90 minute pre-recorded sessions.
Do you have a group of individuals planning to take the CRC exam at the same time? A multi-day, classroom CRC Exam Review Course delivered by an InFRE-approved instructor can be provided at a venue of your choice.
Maybe you just need retirement counseling training for support staff? InFRE’s new Retirement Counseling Certificate Courses are designed to build the retirement knowledge, client counseling skills, and productivity of pension system counselors, call center, bank branch personnel, and others to new levels.
For your convenience, you may purchase the entire CRC curriculum
Purchase set of CRC study materials if you are employed in the private sector |
Purchase set of CRC study materials |
or purchase individual courses as needed by clicking here.
Course #1: Fundamentals of Retirement Planning
Course #2: Fundamentals of Investments
Course #3: Fundamentals of Retirement Plan Design
Course #4: Fundamentals of Retirement Income Planning
State Insurance and CFP® Continuing Education Credits
InFRE CRC curriculum and other courses are approved to meet your state insurance license and CFP continuing education requirements. Click here to learn more information.
CRC Online Review Courses Instructor: Diane Savage, CFP®, CRC®
Free with purchase of CRC study guides. |
This optional series of thiry four, 30-90 minute courses complement the CRC optional print study materials. Designed to reinforce (not replace) the study materials and end of chapter quizzes, these courses provide CRC Candidates with a highly effective audio and visual alternative to prepare for the exam. |
Live Classroom CRC Exam Review
Optional two-day instructor-led CRC review courses are offered by Cannon Financial Institute®. This specially designed course will allow CRC candidates to participate in an intensive review of the CRC curriculum with an experienced Cannon instructor approved by InFRE. All major areas of study as described by the CRC 2008 Test Specifications are reviewed, from the retirement planning process and income tax strategies, to pre- and post-retirement counseling, income management and the CRC Code of Ethics. Exam pass rates are higher for those who participate in this type of review class versus those who prepare for the exam on a purely self-study basis.
Click here to learn more about how this valuable course offered by Cannon Financial Institute can help you prepare for the CRC exam or you may call Cindy Hooper at 706-389-7647.
Continuing Education Resources
Click here to view InFRE's continuing education print and ebook courses available for purchase.
Click here to learn more about the Strategies for Managing Retirement Income Package for retirement professionals from the InFRE® Retirement Resource Center.
Click here to learn more about courses available in print, elearning, ebook, PDF, audio, live and licensable formats from the InFRE® Retirement Resource Center.
Retirement Counseling Certificate Courses
Have employees behind the front line who provide services supporting retirement counselors or other services, such as bank staff, mutual fund back office employees, or call center representatives? Training them on key retirement planning issues can go a long way in helping them better serve your clients, be more productive, and increase retirement assets under management.
The Retirement Counseling Certificate Series provides learners with an understanding of the essential fundamentals of retirement planning today:
Click here for an InFRE representative to contact you about delivering these courses live to groups or licensing them for external and/or internal training purposes (this will open your e-mail application); or call 847-756-7350 ext. 132.
