Chartered Retirement Planning Counselor℠

Professional Designation Program

PFP576: Retirement Planning Strategies


Program Summary:

The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. Master every step of the retirement planning process and learn to create a “roadmap to retirement” for your clients.

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.

Why choose the CRPC® Program?

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.

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

Course Details:

The CRPC® program is delivered via the College’s exclusive MyChoice learning platform. Students typically complete their studies within 9-11 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.