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Jason Roberts

Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation
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Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Issued To

Jason Roberts

Issued On

12 Feb 2013

Expires On

11 Feb 2019

Skills

What it takes to earn this badge

Standards

Higher Learning Commission (HLC) The College for Financial Planning, Inc., is accredited by the Higher Learning Commission (HLC) and is a member of the North Central Association (NCA).
Colorado Commission on Higher Education (CCHE) The College for Financial Planning has been authorized by the Colorado Commission on Higher Education (CCHE) to offer instruction for and to grant the Master of Science (MS) and Master of Science in Finance (MSF) degrees.
North American Securities Administrators Association (NASAA) The North American Securities Administrators Association (NASAA) and numerous states have enacted regulations or legislation dealing with the use of “senior” designations used by financial planning practitioners, to separate designations that have credible requirements and academic rigor from those that have less stringent or no requirements.