Chartered Retirement Planning Counselor (CRPC)

Program Description The CRPC® certification program is for experienced financial advisors who wish to offer more comprehensive retirement advice to individual clients. Financial advisors face an increasingly complex onslaught of retirement planning questions as aging baby boomers look for investments to meet their lifestyle needs in 10 years, 20 years, and beyond, as well as determining when they can actually retire. This program will help you define a “road map to retirement,” enabling you to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning. Upon successful completion of the Chartered Retirement Planning Counselor℠ program, 3 graduate-level academic credits will be earned that can be applied to the Master of Science in Personal Financial Planning degree program. Upon completing this course, you will be able to: Gain practical knowledge and a competitive edge by strengthening technical skills in an evolving planning niche. Acquire skills needed to expand your business by meeting more of your clients’ needs. Address an array of client situations using the various types of plans and models studied. Learning Objectives and Topics Covered: Maximizing the Client Experience During the Retirement Planning Process Principles and Strategies When Investing for Retirement Understanding Social Security, Military and Government 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 Stream Achieving Income Tax and Estate Planning Objectives in Retirement Fiduciary, Ethical, and Regulatory Issues for Advisors