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Certified Retirement Counselor (CRC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization International Foundation for Retirement Education (InFRE)
Qualification and Training Requirements
Prerequisites

Candidates must*:

  • have a bachelors degree or equivalent and a minimum of two years of relevant professional experience within the past five years or
  • have a high school diploma or equivalent and five years of relevant professional experience within the past seven years. 

* Candidates who pass the designation exam but have not met their education and experience requirements have five years from their exam date to complete these requirements.
Designation Training Requirements

None
Designation Exam Type

Proctored, in-person certification exam
Continuing Education Requirements

15 credit hours annually, including at least two hours of ethics every two years
Verification and Complaints
Online Designation Resource

Online at Find a CRC Professional
Investor Complaint Process

Online at File a Complaint
Published List of Disciplined Designees

None