Chartered Retirement Planning Counselor℠
Professional Designation Program
PFP576: Retirement Planning Strategies
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?
- CRPC® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
- There are more than 24,000 CRPC® graduates and the program is seen as the industry benchmark for retirement planning credentials.
- Graduates of the CRPC® program qualify to test out of up to 1/3 of our CFP Certification Professional Education Program.
- The entire program is graduate-level and credits can directly apply toward our Master of Science Degree Program in Personal Financial Planning.
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.
Chapter 1. The Time Value of Money
Chapter 2. Step 1—Establish & Define the Client-Counselor Relationship
Chapter 3. Step 2—Gather Client Data, Including Goals & Expectations
Chapter 4. Step 3—Processing & Analyzing Information to Determine Retirement Savings Need
Chapter 5. Step 4—Develop & Present Financial Planning Recommendations and/or Alternatives
Chapter 6. Steps 5 & 6—Implement & Monitor the Financial Plan Recommendations
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
Chapter 1. The Origin of Social Security
Chapter 2. Estimating Future Benefits
Chapter 3. Does it Pay to Delay?
Chapter 4. Maximization Strategies
Chapter 5. Other Considerations
Chapter 6: The Future of Social Security and Planning Resources
Chapter 1. Qualified Retirement Plans
Chapter 2. Defined Contribution Plans
Chapter 3. Nonprofit Organization Plans
Chapter 4. Deferred Compensation Plans
Chapter 1. Traditional IRAs
Chapter 2. Roth IRAs
Chapter 3. SIMPLE IRAs
Chapter 4. The Simplified Employee Pension (SEP)
Chapter 5. Annuities
Chapter 6. Mutual Funds
Chapter 7. Life Insurance
Chapter 8. Home Equity
Chapter 9. Post-Retirement Employment
Chapter 1. The Affordable Care Act and Health Savings Accounts
Chapter 2. Planning for Incapacity
Chapter 3. Disability Income Insurance
Chapter 4: Medicare
Chapter 5: Medigap
Chapter 6: Medicare Advantage Plans (Medicare Part C)
Chapter 7: Medicaid
Chapter 8: Long-Term Care Insurance
Chapter 1. Trends in Retirement
Chapter 2. The Retirement Decision
Chapter 3. Early Retirement
Chapter 4. Late Retirement
Chapter 5. The Middle Zone: Working During Retirement
Chapter 6. Corporate Early Retirement Programs
Chapter 1. Pre-retirement Distribution
Chapter 2. Lump-Sum Options
Chapter 3. Distributions and Taxation
Chapter 4. Survivors and Beneficiaries
Chapter 5. Retirement Income Distribution Strategies
Chapter 1. Definitions
Chapter 2. Joint Ownership of Property by Domestic Partners
Chapter 3. Application of Basic Wealth Transfer Techniques Available to Domestic Partners
Chapter 4. Alternative Federal Tax Planning for Domestic Partners
Chapter 5. Retirement Planning for Domestic Partners
Chapter 6. Other Considerations
Chapter 1. Essential Tax Concepts
Chapter 2. Basic Tax Strategies
Chapter 3. Special Tax Issues for the Retiree
Chapter 4. Taxation of Mutual Fund Distributions & Sales
Chapter 5. Taxation of Stock Returns
Chapter 6. Gains or Losses on the Sale of a Personal Residence
Chapter 7: Taxation of Social Security Old-Age Benefits
Chapter 1. Estate Planning & Its Objectives
Chapter 2. Fundamentals of Estate Transfer
Chapter 3. An Overview of Taxes Involved in Estate Transfer
Chapter 4. Federal Gift Tax
Chapter 5. Federal Estate Tax
Chapter 6: Estate Planning Strategies for the Retiree
Chapter 7: Succession Issues for the Small-Business Owner
The CRPC® program is delivered via the College’s exclusive MyChoice learning platform. PFP576 and the CRPC® curriculum are worth 3 graduate semester credit hours and up to 28 hours of continuing education credit with some organizations.
Students typically complete their studies within 9-11 weeks, although your completion time may be faster or slower than the duration cited. To earn the designation, students have to successfully pass the course’s final exam at one of our approved testing centers: PSI, Prometric , 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. Full enrollment details can be found here. In order to maintain a College designation, designees must renew every two years. Cost to renew is currently $95 and covers the renewal cost for one or multiple College designations held.
Live Course Dates
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.