Take the Next Step in Retirement Planning

Build specialized expertise with the Certified Retirement Counselor® (CRC®) designation, now offered by Boston Institute of Finance.

As part of the Colibri Financial Services & Accounting family, CRC® and BIF help financial professionals strengthen their retirement planning expertise and better serve their clients.

Build Your Retirement Planning Expertise

CRC® Study Guides

Prepare with five study guides, recorded review sessions, and practice questions covering key retirement planning topics.

CRC® Exam

Take the next step toward your CRC® designation with a comprehensive exam focused on retirement planning knowledge.

Continuing Education

Stay current on retirement planning topics while completing the continuing education required to maintain your CRC®.

Why Choose CRC®?

100% Retirement Focused

Build specialized knowledge in retirement planning, income distribution, and client counseling.

NCCA Accredited

Earn an independently accredited designation built around recognized credentialing standards.

5,389+ Professionals

Join thousands of professionals who have earned the CRC® designation.

Advance Your Career with CRC®

Stand out with specialized retirement planning expertise and a credential designed for professionals helping clients navigate retirement decisions.

Looking for another type of license or credential?

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