Earn Your NCCA-Accredited Certified Retirement Counselor® Designation

Elevate Your Career with the CRC® Designation

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

Boston Institute of Finance (BIF) now offers the Certified Retirement Counselor® (CRC®) designation, an NCCA-accredited designation 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?

100% Retirement Focused Curriculum

100% Retirement-Focused Curriculum

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

90 Days to a Proven Retirement Designation

90 Days to a Proven Retirement Designation

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

Over 5,000 Professionals have earned the CRC<sup>®</sup> Designation

Over 5,000 Professionals Have Earned the CRC® Designation

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

95% Rate It Valuable

95% Rate It Valuable

Certificants rate the CRC® program "Valuable" to "Extremely Valuable" for its practical education in retirement planning, risk management, and client counseling.

How Does the CRC® Designation Complement CFP® Certification?

There's no wrong order. The CRC® designation fits seamlessly before or after the CFP® certification!

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CRC® Before the CFP® Certification

90-day retirement designation that builds credibility now and shortens your future path to CFP® certification by waiving courses 5 & 6.

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CRC® After the CFP® 

Certification

Enhance your expertise with advanced retirement planning focus.

Start Your CRC® Journey Today

CRC® Study Guides

$540

Purchase Guides

Five helpful study guides that cover key retirement planning topics. Additional recorded review sessions and practice questions are included.

Individual study guides are also available for $140 each.

CRC® Exam Registration Fee

$575

Pay the Exam Fee

To earn the CRC® designation, candidates must pass the 200 multiple-choice question CRC® Exam.

The Comprehensive CRC® Bundle

$1,015

Purchase Guides

Save when you purchase the Study Guides and pay the Exam Registration Fee in a convenient bundle.

Talk to BIF's CRC® team to learn more about group and firm discounts!

Call 254-732-7403 or email amy@bostonifi.com with any questions.

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.

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."