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Chartered Retirement Plans SpecialistSM, CRPS®

  • The CRPS® designation is awarded to experienced financial advisors who specialize in retirement plan creation and administration.

  • A CRPS®  has the unique skills needed to keep up with evolving retirement plan options and increasing tax complexities.

  • A CRPS® possesses the knowledge necessary to recommend certain implementation techniques that can be executed into well-structured, company-appropriate retirement plans.


    Unlike most other professional financial planning and advisory professional designations, the CRPS focuses on business clients. It is awarded by the College for Financial Planning to individuals who have completed a rigorous course of study encompassing design, installation, maintenance, and administration of retirement plans. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.