Chartered Retirement Planning Counselor℠
Professional Designation Program
PFPL582: 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.
Unlike other retirement planning designation programs, the CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Why choose the CRPC® Program?
- CRPC® graduates report yearly increases to their earnings, job satisfaction, and number of clients.
- There are more than 26,000 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 7 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 Planning Recommendations
Chapter 7. Ethics and Fiduciary Responsibility
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. The Decision of When to Begin Retiree Benefits
Chapter 4. Does it Pay to Delay?
Chapter 5. Maximization Strategies
Chapter 6: Other Considerations
Chapter 1. Traditional IRAs
Chapter 2. Roth IRAs
Chapter 3. Annuities
Chapter 4. Mutual Funds & ETFs
Chapter 5. Life Insurance
Chapter 6. Home Equity
Chapter 7. Post Retirement Employment
Chapter 1. The 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 Insurance
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
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
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
The CRPC® program is delivered via the College’s exclusive MyChoice learning platform. PFPL582 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 complete the program, 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.
Additional requirements exist to obtain and maintain authorization to use the designation.
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.
Tue03May2016Thu23Jun2016Adobe Connect Online
CRPC Online Classroom
Classes meet each Tuesday & Thursday.
Mon11Jul2016Wed31Aug2016Adobe Connect Online
CRPC Online Classroom
Classes meet each Monday & Wednesday.