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Chartered Retirement Planning Counselor

Chartered Retirement Planning
CounselorSM or CRPC®

PFP576: Retirement Planning Strategies

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. - Scott K.

Program Summary:

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 trust from their advisors. You can build this trust and add to your expertise and credibility with the CRPC® mark after your name.

This entirely graduate-level course defines 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. You’ll discover practical knowledge that is immediately applicable to this evolving planning niche.

The topics in the CRPC® program are structured in logical order, allowing you to examine the entire retirement process—from start to finish—via real client situations and models defining useful retirement techniques. You’ll gain the tools and expertise you need to advise clients through the process with confidence.

Upon completion of the PFP576 curriculum and the final examination, you are then eligible to apply for the Chartered Retirement Planning CounselorSM, or CRPC®, designation.

In addition to becoming an expert in your chosen field, earning the CRPC® designation has also been shown to increase your earnings and your number of clients. You can find this information and information pertaining to our other programs in our annual Survey of Trends in the Financial Planning Industry.

Course Topics:

  • The Retirement Planning Process & Meeting Multiple Financial Objectives
  • Sources of Retirement Income & Legal Entities
  • Employer-Sponsored Plans
  • Traditional, Roth, & SIMPLE IRA's
  • Individual Deferred Compensation
  • Planning for Incapacity, Disability & Long-Term Care
  • When to Retire
  • Retirement Plan Distributions
  • Asset Management & Investment Strategy During Retirement
  • Income Taxes & the Retiree
  • An Overview of Estate Planning
  • Retirement Cash Flow Considerations

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

Pricing
MyChoice Custom Education Platform
$1140

Enrollment includes all of the following:

  • eReader study materials for use on all tablets.
  • Live online interactive instructor-led classes.
  • Unlimited access to pre-recorded classes.
  • Interactive multiple-choice study questions.
  • Direct contact information for Lead Professor and Course Instructor.
  • Access to final examinations.
  • Personal Enrollment Advisor assigned to each student.
  • Social media forums for interaction with other students.
  • The option to order printed study materials at any time.*

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

Challenge Examinations: Completing this program makes you eligible to test out of up to 1/3 of our CFP Certification Professional Education Program. You can earn this designation and sit for the CFP® Certification Examination in as little as one year! Contact us for additional details.

Student Loans are available

Students typically complete their studies within 6-8 weeks. PFP576 and the CRPC® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. Also included are open-ended, multiple-choice, and case analysis related questions to help you prepare for the exam and equip you with knowledge to help your clients. The College's highly qualified, full-time faculty is available via telephone or e-mail to support you in your studies.

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