Retirement Planning Programs

Whether you’re interested in offering retirement planning advice to individuals or creating business retirement plans, the College has your needs covered. We offer two professional designation programs, the Chartered Retirement Planning CounselorSM or CRPC®, and the Chartered Retirement Plans SpecialistSM or CRPS®. In addition, we also offer a graduate certificate in retirement planning that focuses on research and hands-on training.

Choose a program that meets your needs:

Chartered Retirement Planning Counselor

Chartered Retirement Planning CounselorSM or
CRPC® Program

Become a retirement expert and learn to develop a “roadmap to retirement” for your clients.
Chartered Retirement Plans Specialist

Chartered Retirement Plans SpecialistSM or CRPS® Program

Master company retirement plan design, implementation, and maintenance.
Graduate Certificate in Retirement Planning

Graduate Certificate in Retirement Planning

Hands-on training and graduate-level curriculum help you obtain retirement planning expertise.

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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFA institute does not endorse, promote or warrant the accuracy or quality of the College for Financial Planning. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.