The Chartered Retirement Planning Counselor Program

The Chartered Retirement Planning CounselorSM or CRPC® program is developed with a focus on client-centered problem solving. CRPC® designees have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and a comprehensive retirement planning process including the consideration of multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.


CRPC® conferred by College for Financial Planning.


08/18