Designations

Chartered Retirement Planning Counselor^®

This designation is bestowed upon professionals who have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to CRPC^® Standards of Professional Conduct and are subject to a disciplinary process.