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As one valuable component of your personal professional development, becoming a Certified Retirement Counselor (CRC) will tangibly demonstrate your commitment having the knowledge and skills required to help your clients prepare for retirement. Certificants also consistently comment on how the process orientation of the CRC curriculum enhances their retirement planning expertise.

When asked “how valuable the CRC program was for helping improve your ability to counsel clients on their retirement planning needs”, 91% of CRCs indicated it was Valuable to Extremely Valuable.

Please consider registering for the CRC program as part of your professional development plan.

Join us for a 30-minute conference call with Kevin Seibert, managing director of the International Foundation for Retirement Education (InFRE), to learn more about the CRC designation and ask any questions you may have.

Precision Brokerage Group Advisors are eligible for a discount on study guide fees as indicated below.

Study Guide Fee
Fee Before Discount = $499 (plus shipping)
Special Discount Fee until June 28th = $325 (35% discount)
Exam Fee = $525

In the meantime, for information about the CRC program, please review this summary - https://infre.org/PDF/CRCProgramInfoPBG.pdf or go to https://infre.org/

If you have questions about the program or would like to register for the CRC program by phone, call InFRE’s Amy Hayes at 254.732.7403 and identify yourself as a Precision Brokerage Group advisor.

  • Background information on InFRE and the CRC program
  • What distinguishes the CRC from other designations
  • How to become CRC certified
  • Full name*
  • Email Address*
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