CRPC™
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CRPC™
Chartered retirement planning counselor (CRPC) is a professional designation awarded by the College for Financial Planning to candidates who successfully complete its study program and pass a final examination.
A CRPC designation is seen as a boost for a financial planner’s job opportunities, professional reputation, and pay prospects.
Successful applicants earn the right to use the CRPC designation with their names for two years. Every two years, CRPC professionals must complete 16 hours of continuing education and pay a small fee to continue using the designation.
CRPC™, Chartered Retirement Planning Counselor™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Requirements:
- Online self-study CRPC course and exam to be completed within 120 days of receiving program access; instructor-led option based on availability
- Online, closed-book final exam
- Continuing education requirements: 16 hours every two years
Fiduciary Description:
As a Registered Investment Advisor (RIA), we are designated fiduciaries for all our clients. That means we are held to the highest possible standard to provide advice that is sound, accurate, and free from conflict, holding your best interests before our own. Our full suite of services encompasses a multitude of areas, some of which, in our capacity as a fiduciary to you and others are educational in nature, assisting you in your functions as the plan sponsor/trustee.
Fiduciary oversight begins with us partnering with you as an ERISA 3(21) co-fiduciary. In this capacity, we will assist in the selection and monitoring of the investment lineup to ensure that it meets the qualifications of ERISA Section 404(c) and complies with the Investment Policy Statement (“IPS”), a policy that we will advise on and provide ongoing maintenance. Fort Pitt will provide investment recommendations to the plan sponsor, who will decide on the selection, retention, addition, and removal of investment options. We will also provide you with advice on implementing a Qualified Default Investment Alternative (“QDIA”). You can further engage us as a 3(38) discretionary investment manager in the plan. As a 3(38), we assume responsibility for selecting, monitoring, and replacing plan investment options.
