CRPC® – Chartered Retirement Planning Counselor
🧭 Overview
CRPC® – Chartered Retirement Planning Counselor is a professional designation offered by the College for Financial Planning® – A Kaplan Company. It is designed for financial professionals who specialize in retirement income planning, Social Security optimization, and distribution strategies for individuals approaching or living in retirement.
The CRPC® credential equips advisors to define a personalized “road map to retirement” for clients, addressing both pre- and post-retirement needs. The curriculum includes retirement savings vehicles, income sources, asset management, estate planning, and specialized modules for government and military retirement benefits.
📚 Requirements
- Online self-study or live instructor-led format available
- Closed-book final exam; must be completed within 120 days of enrollment
- Estimated study time: 100–120 hours
- No formal prerequisites; suitable for both new and experienced advisors
- Continuing education: 16 hours every two years
🤝 Community & Recognition
CRPC® designees are part of the College’s national alumni network and benefit from Kaplan’s continuing education platform. The designation is recognized by FINRA and widely respected among financial planning firms, broker-dealers, and independent RIAs for its practical focus on retirement readiness and client outcomes.
📜 Quick Facts
Issuing Organization: College for Financial Planning® – A Kaplan Company
Website: [CRPC® Program Overview](https://www.kaplanfinancial.com/wealth-management/crpc)
Credential Focus: Retirement income planning, Social Security, distribution strategies, tax efficiency, estate planning
Audience: Financial advisors, planners, wealth managers
Continuing Education: 16 hours every two years
Related Designations: CFP®, RICP®, CRPS®, AAMS®
