CRPS® or Chartered Retirement Plans Specialist

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*If you are currently employed in the financial services industry you may be eligible for a discount. Call our enrollment specialists now to find out.

Enroll in CRPS®

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Course Description: As retirement plan options evolve and tax complexities increase, many companies seek professional plan administrators to design, install, and maintain their company retirement plans. Firms of all sizes recognize the unique skills needed to implement and oversee these internal retirement plans— skills within your reach with the CRPS® designation.


Your CRPS® mark will set you apart from other advisors with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Plus, you’ll be able to effectively administer retirement plans for businesses and their employees.

What benefits does the CRPS® Program offer?

  • The CRPS® designation is the industry-benchmark for credentials related to retirement plan creation/maintenance and is encouraged by the industry’s top firms.
  • Graduates report a 17% increase in earnings in addition to increases to their number of clients and even their job satisfaction.
  • The program offers unique insights into areas very few advisors have experience with.

"I found the CRPS® program to be an excellent, comprehensive course that covered the basics of retirement planning and helped me increase my knowledge of concepts such as Defined Benefit Plans and 457 Plans. At my suggestion, this course will be mandatory for all associates at my firm who aspire to become Retirement Specialists." – Anne F.

  • Master a wide variety of retirement plan types including SEP, Simple, 401(k), Defined Benefit, and more
  • Graduates can test out of one of the courses in our CFP Certification Professional Education Program.
  • In addition to plan implementation, discover the ins and outs of plan claims, penalties, and termination.
  • Obtain up to 45 hours of CE credit for completion.

Course Details

Why Enroll?

How does the CRPS® Program work?

The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.


When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.


All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.

Course Topics:


Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSIPrometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must  attempt the exam within six months of enrollment and have one year to complete the program.

Policies & Procedures:

A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.

Conferment Requirements

There are additional requirements to obtain and maintain authorization to use this designation.

Live Course Dates:

The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.

Classes meet each Tuesday & Thursday

Start Date:

End Date:

Tuesday, January 9, 2018

Thursday, March 1, 2018

Classes meet each Tuesday and Thursday

Start Date:

End Date:

Tuesday, May 15, 2018

Thursday, July 5, 2018

Visit the College Calendar

Enrollment Process

  • Module 1: Introduction to ERISA and the Fiduciary Standard

    Chapter 1: Fundamentals of ERISA


    Chapter 2: The Fiduciary Standard and ERISA


    Chapter 3: Advisers Working with Plan Participants

  • Module 2: Employer-Funded Defined Contribution Plans

    Chapter 1: An Overview of Defined Contribution Plans


    Chapter 2: Profit Sharing Plans


    Chapter 3: Stock-Based Plans


    Chapter 4: Cross-Tested Profit Sharing Plans


    Chapter 5: Defined Contribution Plans Compared

  • Module 3: Participant-Directed Retirement Plans

    Chapter 1: 401(k) Profit Sharing Plans


    Chapter 2: 403(b) Plans


    Chapter 3: 457(b) Plans

  • Module 4: Retirement Plan Solutions for Small Business Owners

    Chapter 1: SIMPLE Plans


    Chapter 2: The Simplified Employee Pension (SEP)


    Chapter 3: SEP vs. SIMPLE Plan Selection for Business Owners


    Chapter 4: Defined Benefit Plans for Small Business Owners

  • Module 5: Retirement Plan Selection, Design, and Implementation

    Chapter 1: Selecting the Appropriate Employer-Sponsored Plan


    Chapter 2: Designing ERISA-Compliant Plans


    Chapter 3: Approaches to Implementing Qualified Plans


    Chapter 4: Plan Amendments

  • Module 6: Administering ERISA-Compliant Plans

    Chapter 1: The Role of a Plan Administrator


    Chapter 2: Complying with IRC Qualification Requirements


    Chapter 3: Avoiding Noncompliance Penalties


    Chapter 4: Plan Termination

  • Module 7: Working with Plan Participants

    Chapter 1: Designing Effective Participant Education Programs


    Chapter 2: Administering Pre-Retirement Distributions


    Chapter 3: Administering Post-Retirement Distributions


    Chapter 4: Distributions Following the Participant’s Death


    Chapter 5: Approaching Other Plan Participant Issues

Course Details

Enrollment Process

How do I enroll in a program?

It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
Get started today!

What payment options are available?

The College for Financial Planning accepts Visa, Mastercard, Discover and American Express.  If you would like to pay by check or money order contact an enrollment specialist for more information.

If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at


The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.

Student/Alumni Resources

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Student/Alumni Resources

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.


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