Click to print this page
Web Login:
Web Password:

 
Forgotten Login?
Email:
Send Password
CHARTERED RETIREMENT PLANNING COUNSELORSM OR CRPC® PROFESSIONAL DESIGNATION PROGRAM
ENROLL NOW
MENTOR PROGRAMS
SELF-STUDY
GENERAL INFORMATION
PROGRAM MATERIALS
EXAMINATION
FREE ASSESSMENT
CONTINUING EDUCATION CREDIT
TOPICS

Fri., Apr. 2:In observance of Good Friday, the College for Financial Planning will be closing at 12:00 MDT. Online testing will be available; however, online testing support will not be available.

ENROLL NOW
Chartered Retirement Planning CounselorSM Professional Designation Program
Non-refundable Enrollment Fee
Tuition
Non-refundable Testing Fee
Printed Study Guides
Online Materials and MP3 Audio Files
Printed Workbooks
Mentor Classroom Instruction
Headset
Total Package Price
 
Total Package Price Includes
Online MENTOR Program
$160
$1,085
Self-Study Program
$160
       
$885

By clicking an Enroll button on this page, I understand that the College will use e-mail as the primary method of communication with me concerning notification of information about policy changes, my status in the program, etc. I agree and consent to the College for Financial Planning® sharing my e-mail address with instructors and other students in my classes for educational purposes. I also understand that it is my responsibility to keep the College informed of changes to my e-mail address, mailing address, and phone numbers.

Furthermore, I have read, understand, and agree to all the policies and procedures stated in the catalog, and on the Web site of the College for Financial Planning, Inc., including but not limited to those relating to admission requirements, fees, sales tax, refund policy, updating of study materials, the Privacy Policy, examinations and testing activity, length of enrollment, and completion requirements.

MENTOR PROGRAMS

SELF-STUDY
GENERAL INFORMATION
The CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience. Enrollment in the program allows you to study a variety of principles in the retirement planning field. The program guides you through the retirement process from start to finish, addressing issues such as estate planning and asset management.

The College for Financial Planning® awards the CHARTERED RETIREMENT PLANNING COUNSELORSM AND CRPC® designation to students who:

  • successfully complete the program;
  • pass the final examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions. Applicants must also disclose of any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Conferment of the designation is contingent upon the College for Financial Planning’s review of matters either self-disclosed or which are discovered by the College that are required to be disclosed.

Students must sign and return the Code of Ethics forms within six months of passing the final exam. Failure to complete and submit the forms within this time frame may result in termination of the individual’s candidacy. If an individual wishes to apply for authorization to use the Marks in the future, he or she may be required to fulfill the initial designation requirements in place at the time of passing the exam.

Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period.

Continued use of the CRPC® designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the CRPC® designation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions, and self disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct; and
  • paying a biennial renewal fee of $75.

Detailed renewal requirements for the College for Financial Planning’s professional designation programs can be found on www.cffpalum.org/renewal.

top of page

PROGRAM MATERIALS

All materials are provided in print and online* through your personalized "My Campus" page. Our curriculum is based on a client-centered, problem-solving method that uses case studies to give students a hands-on approach to the material. Also included are thousands of open-ended, multiple choice, and case analysis questions that help you prepare for the national exam and equip you with knowledge that will benefit your clients. As a further advantage, our highly qualified, full-time faculty is available via telephone, e-mail, and fax to support you in your studies.

*Online Mentor Program only

top of page

EXAMINATION
Students must test at a testing center and are eligible to take the final exam 24 hours after enrollment. The exam is a multiple-choice exam, offered electronically, permitting you to test at your convenience.

top of page

FREE ASSESSMENT
Experience our testing environment first-hand while you test your knowledge. Now you can take a sample exam similar to those you will find in our program.
CONTINUING EDUCATION CREDIT

The Chartered Retirement Planning CounselorSM Professional Designation Program is registered with CFP Board, NASBA, TX State Board of Accountancy, NJ State Board of Accountancy, and certain State Insurance departments for continuing education (CE) credit. The program may also qualify for firm element requirements of the securities industry. See details in the Continuing Education Table.

top of page

TOPICS
  • The Retirement Planning Process & Meeting Multiple Financial Objectives
  • Sources of Retirement Income
  • Personal Savings: Investing for Retirement
  • Employer-Sponsored Plans
  • Individual Deferred Compensation
  • Planning for Incapacity, Disability & Long-Term Care
  • When to Retire
  • Retirement Plan Distributions
  • Asset Management & Investment Strategy During Retirement
  • Income Taxes & the Retiree
  • Estate Planning
  • Retirement Cash Flow Considerations

top of page

“The largest generation of retirees in history is about to start the transition to the next phase in life, and the CRPC coursework is perfectly tailored to meet their needs. Clients want to see a demonstration of specialized knowledge and professional commitment, and a designation like CRPC is what they look for.“

 

Scott Knudsen, CRPC®

Merrill Lynch

 

Careers | Contact Us | FAQs | Press Room | Privacy Policy | Terms and Conditions | Other Links
©2001-2010, the College for Financial Planning, all rights reserved.
 
 
 
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.