Certification: Certified Retirement Counselor (CRC)

8201 Greensboro Drive, Suite 215, McLean, VA 22102

This certification is designed for individuals in the benefits, human resources and/or finance departments of government agencies (federal, state, municipal) and private corporations whose responsibilities include advising employees concerning their retirement planning. Financial services professionals and employees of retirement plan sponsors and service providers who assist the American worker in making retirement planning decisions will also benefit from this certification.

More than two years of education or training after high school required?
More than two years of work experience required?
Oral or Written Exam Required?
Renewal Required?
Every 2 Year(s)
Renew through Continuing Educational Units(CEU)?
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?


The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher and has a work experience requirement of more than 2 years, or requires obtaining a ‘core’ level certification from the same organization.

  • This certification is accredited by the National Commission for Certifying Agencies (NCCA).
  • This certification is related to military occupational specialties.