Professional Education - Managing Retirement Income
Approved Continuing Education Credits for State Insurance Licenses and CFP®
InFRE® CRC curriculum and other courses are approved to meet your state insurance license and CFP continuing education requirements.
State Insurance License Credit
Strategies for Managing Retirement Income Self Study
Introduction to Managing Retirement Income (IMRI)
Strategies for Managing Retirement Income (SMRI)
CFP® Approved Credit
The CFP Board of Standards has accepted all the following courses for continuing education credits.
| CRC 1** | 22.5 hours credit |
| CRC 2 | 22.5 hours credit |
| CRC 3 | 10 hours credit |
| CRC 4** | 25 hours credit |
| SMRI Self Study | 6 hours credit |
| IMRI | 1 hour credit |
| SMRI | 4 hours credit |
** For insurance licensees: These courses were resubmitted for CFP CE credit due to the changes in course content. Please contact InFRE for more information.
IMCA Approved Credit
The IMCA Board of Standards has accepted the following courses for continuing education credits.
| CRC 1 | 20 hours credit |
| CRC 2 | 20 hours credit |
| CRC 3 | 20 hours credit |
| CRC 4 | 20 hours credit |
| SMRI Self Study | 15 hours credit |
| IMRI | 1 hour credit |
| SMRI | 4 hours credit |
Each continuing education certificate for state insurance licenses, IMCA, and CFP® requirements is issued for a $25 processing fee.
Please contact InFRE with questions and applications for approved continuing education courses.
Need more information?
Visit InFRE.org
See other Professional Education options
