Why the RRC®/CR® Designations?

Importance of Specialized Education through the Registered Retirement Consultant® (“RRC®”)/Conseiller en Retraite® and Conseillère en Retraite® (“CR®”) Program

An advisor capable of providing prudent, objective and technically sound financial advice has never been of more value to the Canadian investor. Today’s consumer has a need and an expectation for their financial advisor to meet the highest standards of proficiency. Surveys conducted by leading financial institutions and industry think tanks reveal that increasingly, Canadians are looking for advisors who possess a recognized financial planning credentials—such as the RRC/CR designations—before engaging their services.

The reality is that advisors and firms who are not keeping up in this regard and who are limited in their conversations and offerings to clients will be challenged over the long-term. Consumers are in search of advisors with specialized education that confirms their aptitude and commitment and who utilize a holistic planning process to help them navigate through the complexities of retirement and estate planning.

The RRC/CR credential will give you instant credibility with your clients and enable you to meet their retirement planning needs professionally and competently.