Chartered Retirement Planning Counselor℠ (CRPC®)

Issued by Kaplan Professional Australia

Awarded on behalf of the College for Financial Planning, individuals who hold the CRPC® designation have completed postgraduate units that encompass pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process. Individuals must be able to synthesise complex concepts and apply theoretical concepts to real-life situations. Individuals must also be authorised to provide personal financial advice on the ASIC Financial Advice Register.

Type Certification
Level Intermediate
Time Years
Cost Paid

Additional Details

Skills

Estate and succession planning
Ethics and professionalism
Financial Planning
Financial planning legislation and regulation
Retirement Advice
Retirement Planning
Retirement Specialist

Earning Criteria

Successfully complete a series of specific postgraduate units via coursework or Recognition of Prior Learning (RPL) with Kaplan Professional. A maximum of 1 unit may be completed via RPL.
Be authorised to provide personal financial advice on the ASIC Financial Adviser Register.
A one-off certification fee of $395 is payable on successful application. A renewal fee of $90 is payable every 2 years.
To renew their designation, ABFP® professionals must provide evidence every 2 years to demonstrate they have completed of 40 hours of CPD per year in line with the requirements under the Corporations Amendment (Professional Standards of Financial Advisers) Act 2017.

Standards

College for Financial Planning designation standards