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CRPC Designation

The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. It enables a planner to master every step of the retirement planning process and learn to create a “roadmap to retirement” for their clients. Unlike other retirement planning designation programs, the CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

The designation provides mastery in the following topic:

  • Maximizing the Client Experience During the Retirement Planning Process
  • Principles and Strategies When Investing for Retirement
  • Making the Most of Social Security Retirement Benefits
  • Bridging the Income Gap: Identifying Other Sources of Retirement Income
  • Navigating Health Care Options in Retirement
  • Making the Emotional and Financial Transition to Retirement
  • Designing Optimal Retirement Income Streams
  • Achieving Tax and Estate Planning Objectives in Retirement
  • Fiduciary, Ethical, and Regulatory Issues for Advisors

A financial advisor in Warner Robins, a financial advisor in Macon, GA or a financial advisor in middle GA with this designation brings prepared knowledge and awareness of the retirement planning process to help meet clients’ goals.

 CFP Designation Power Of Affiliation