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Within the next few weeks, InFRE will be releasing revised versions of the CRC® Study Guides (the 6th editions), practice exams, and elearning review modules.

Below is a chart that maps out the changes that have been made to the CRC® study program.

CRC® Study Guide Content Changes
CRC® 1: Fundamentals of Retirement Planning
  • More content on Medicare, HSAs
  • Continuing care communities
  • New content on elder fraud
CRC® 2: Fundamentals of Investments
  • More content on target date funds
  • More content on annuities, QLACs
  • New content on combination income and long-term care products
  • New content on reverse mortgages
CRC® 3: Fundamentals of Retirement Plan Design
  • More content on retirement distributions
  • More content on beneficiary distributions, inherited IRAs
CRC® 4: Fundamentals of Retirement Income Management
  • This is now a “capstone” course, which applies the content from the CRC® Courses 1 – 3 to a retirement income planning process and an optional case study
  • Includes explanation and examples of retirement income strategies
NEW! CRC® 5: Principles of Retirement Counseling and Education
  • New content on the basic processes in counseling, nonverbal communication, effective inquiry
  • New content on education, learning stages and styles, common communication and education tools

The updated study guides will be available by the second half of May.  The online practice exams have been substantially rewritten as well.

If you purchased prior versions of the study guides and still need to take the CRC® comprehensive examination, you will soon receive an email with a PDF study guide supplement that includes the key additions to the new materials, plus a link to the new practice exams.

Updated elearning review courses will also be available by the middle of June.

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