CRPC® or Chartered Retirement Planning Counselor℠

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*If you are currently employed in the financial services industry you may be eligible for a discount. Call our enrollment specialists now to find out.

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Course Description: Financial advisors face an increasingly complex onslaught of retirement planning questions as aging baby boomers look for investments to meet their lifestyle needs in 10 years, 20 years, and beyond, as well as determining when they can actually retire. You’ll find these clients demand a high level of knowledge from their advisors. You can build upon this knowledge and add to your expertise and credibility with the CRPC® mark after your name.


This program will help you define a “road map to retirement,” enabling you to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning.

What benefits does the CRPC® Program offer?

• The CRPC® designation is the industry-benchmark for retirement planning credentials and is encouraged by the top firms in the industry.

• Graduates report a 9% increase in earnings in addition to increases to their number of clients and even their job satisfaction.

• Master the entire retirement planning process from A to Z, not just retirement income.

• Graduates can test out of 2 (of 6) courses in our CFP Certification Professional Education Program.

• Develop specialized tax and estate strategies and objectives specifically for retirees

• Learn the unique financial and emotional aspects of the retirement process

• Obtain up to 45 hours of CE credit for completion.

"The CRPC® designation marks me as a specialist rather than a general practitioner. It has been consistently proven that specialists have an easier time marketing their services and get higher quality referrals from existing clients." – Lev R.

Course Details

How does the CRPC® Program work?

The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.


When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.


All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.

Course Topics:

Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSIPrometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must  attempt the exam within six months of enrollment and have one year to complete the program.

A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.


Policies & Procedures:

Live Course Dates:

There are additional requirements to obtain and maintain authorization to use this designation.

Conferment Requirements

  • Module 1 – Maximizing the Client Experience During the Retirement Planning Process

    Chapter 1. Retirement Planning Trends and Challenges


    Chapter 2. Step 1 — Establish and Define the Client-Counselor Relationship


    Chapter 3. Step 2 — Gather Client Data, Including Goals and Expectations


    Chapter 4.  Step 3—Processing and Analyzing


    Chapter 5. Steps 4,5, and 6

  • Module 2 – Principles and Strategies When Investing for Retirement

    Chapter 1. Investment Policy


    Chapter 2. Asset Classes, Characteristics and Performance


    Chapter 3. Portfolio Management Principles


    Chapter 4: Asset Allocation Principles


    Chapter 5: The Asset Allocation Process — A Practical Application


    Chapter 6: Stock Investment Strategies


    Chapter 7: Bond Investment Strategies

  • Module 3 – Making the Most of Social Security Retirement Benefits

    Chapter 1. The Origin of Social Security


    Chapter 2. Estimating Future Benefits


    Chapter 3. When to Begin Retiree Benefits


    Chapter 4.  Benefits Available to a Covered Workers’ Spouse, Survivors and Ex-Spouse


    Chapter 5. The Future of Social Security

  • Module 4 – Bridging the Income Gap: Identifying Other Sources of Retirement Income

    Chapter 1. Traditional IRAs


    Chapter 2. Roth IRAs


    Chapter 3. Annuities


    Chapter 4. Mutual Funds


    Chapter 5. Life Insurance


    Chapter 6. Home Equity


    Chapter 7. Post Retirement Employment

  • Module 5 – Navigating Health Care Options in Retirement

    Chapter 1. The Patient Protection and Affordable Care Act and Health Savings Accounts


    Chapter 2. Planning for Incapacity


    Chapter 3: Medicare


    Chapter 4: Medigap


    Chapter 5: Medicare Advantage Plans (Medicare Part C)


    Chapter 6: Medicaid


    Chapter 7: Long-Term Care

  • Module 6 – Making the Emotional and Financial Transition to Retirement

    Chapter 1. The Retirement Decision


    Chapter 2. Early Retirement


    Chapter 3. Corporate Early Retirement Programs


    Chapter 4. The Reality of Delayed Retirement


    Chapter 5. Making the Transition to Retirement

  • Module 7 – Designing Optimal Retirement Income Streams

    Chapter 1. Pre-retirement Distribution


    Chapter 2. Lump-Sum Options


    Chapter 3. Distributions and Taxation


    Chapter 4. Survivors and Beneficiaries


    Chapter 5. Variability in Retirement Planning Assumptions


    Chapter 6. Creating Sustainable Income Streams

  • Module 8 – Achieving Tax and Estate Planning Objectives in Retirement

    Chapter 1. Taxation of Distributions from Taxable Accounts


    Chapter 2. Distributions from Tax Deferred Accounts


    Chapter 3. Distributions from Tax Exempt Accounts


    Chapter 4. Taxation of Annuities


    Chapter 5. Taxation of Home Sales, Social Security, Life Insurance, and Tax Diversification


    Chapter 6. Introduction to Estate Planning


    Chapter 7. Transferring Property by Will and Will Substitutes


    Chapter 8. The Federal Gift and Estate Tax


    Chapter 9. Estate Planning Strategies for the Retiree

  • Module 9 – Fiduciary, Ethical, and Regulatory Issues for Advisers

    Chapter 1. History of U.S. Financial Regulation


    Chapter 2. Forces Changing Financial Services


    Chapter 3. The Fiduciary Standard


    Chapter 4. Formal Ethical Codes and the Investment Professional

The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.

Classes meet each Monday and Wednesday

Classes meet each Monday and Wednesday

Start Date:

End Date:

Monday, January 8, 2018

Wednesday, February 28, 2018

Start Date:

End Date:

Monday, March 19, 2018

Wednesday, May 9, 2018

Visit the College Calendar

Enrollment Process

How do I enroll in a program?

It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
Get started today!

What payment options are available?

The College for Financial Planning accepts Visa, Mastercard, Discover and American Express.  If you would like to pay by check or money order contact an enrollment specialist for more information.

If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at


The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.

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Course Details

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Why Enroll?

Enrollment Process

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.


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