Earn Your NCCA-Accredited Certified Retirement Counselor® Credential

Elevate Your Career with the CRC® Designation

  • Accelerate Your Career
    • |
  • Expand Your Retirement Planning Expertise
    • |
  • Strengthen Client Relationships
Start the CRC® Program 
 

The Boston Institute of Technology (BIF) now offers the Certified Retirement Counselor® (CRC®) designation, an NCCA-accredited credential for financial professionals seeking to advance their retirement planning expertise. With the CRC® designation, you’ll have practical knowledge of retirement strategies and income distribution, so you’re better equipped to tackle complex retirement scenarios, strengthen client relationships, and open doors to long-term career growth.

 

Why Earn Your CRC® Designation?

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Specialize in Retirement Planning

Position yourself as an expert in retirement planning with focused expertise in retirement income, distribution strategies, and client counseling.

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An Efficient, Affordable Credential

Earn a valuable credit in just three months and at a fraction of the cost of comparable retirement credentials.

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Unmatched Authority and Trust

Independently accredited by the National Commission for Certifying Agencies (NCCA) to ensure the credibility and trustworthiness of the credential.

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Practical, Comprehensive Learning

Gain a comprehensive, practical education that blends retirement planning, risk management, and client counseling.

The CRC® Program

Fundamentals of Retirement Planning

Understand the variety of factors that can affect clients’ retirement goals and how the basic tools of financial planning can be used to best prepare for retirement.

Fundamentals of Investments

Understand the investment concepts that are critical to effective retirement counseling and how to help clients feel comfortable with investment decisions needed for a financially secure retirement.

Fundamentals of Retirement Plan Design

Understand key concepts and features of retirement plans so you can guide clients in choosing the combination of features that best fits their individual goals and circumstances.

Fundamentals of Retirement Income Management

Understand how to create and implement a process to help clients evaluate and manage the four primary retirement risks when creating an income plan.

Principles of Retirement Counseling and Education

Pull all the previous knowledge together to become a retirement counselor by exploring how to communicate with different people and deliver educational content using a variety of media.

Start Your CRC® Journey Today

CRC® Exam Prep Guides

$540

Purchase Guides

Get a set of five study guides that cover the core topics, including recorded review sessions and practice questions to help you prepare for the CRC® Exam.

Individual guides are available for $140 each.

CRC® Exam

$575

Pay the Exam Fee

To earn the CRC® designation, you must pass an exam of 200 multiple-choice questions on the five core topics covered in the study guides.

CRC® Bundle

$1,015

Purchase Guides

Get our best value and save $195 when you purchase the complete set of five study guides and pay the exam fee in a convenient bundle.

Talk to our team to learn more about group and firm discounts for CRC® credentialing!

Reach out to 254-732-7403 or amy@bostonifi.com for more information.

What Do CRC® Professionals Say?

"The CRC® helps improve my credibility when talking about retirement related topics."

"The breadth and depth of knowledge I gained through the CRC® program has helped me become a better advisor to my clients facing retirement plan issues."

"The CRC® certification has enhanced my ability to attract prospects and has enabled me to articulate my specialization in retirement income planning."

CRC® with CFP®

Earning your CRC® credential goes hand-in-hand with the CFP® credential!

For Current CFP® Professionals

Strengthen your CFP® career with specialized retirement planning expertise. The CRC® program builds on your CFP® foundation, equipping you with advanced knowledge and skills to offer more effective guidance to clients preparing for retirement.

For Future CFP® Professionals

The CRC® program provides an excellent foundation for moving into the CFP® program. By earning your CRC® credential, you can waive Courses Five and Six of the CFP® Education Program, reducing your time and cost of credentialing.

Transform Your Financial Planning Practice with BIF

Gain specialized, practical expertise in retirement to better serve your clients and support your career growth as a Certified Retirement Counselor®!