CRD logo
Focused certification exam prep
Start practice

CRD Requirements 2026: Eligibility, Prerequisites & How to Qualify

TL;DR
  • CRD here means Certified Residential Geothermal Designer, a legacy IGSHPA credential for designing residential ground source heat pump systems.
  • IGSHPA considers legacy courses case by case, offered only when a utility, state or provincial program requires them.
  • Active holders can renew indefinitely with CEU documentation; lapsed legacy credentials cannot be reinstated.
  • Renewal runs USD $75 per year for members or $225 per year for non-members, in one-, two- or three-year terms.

What This Credential Actually Is

Certified Residential Geothermal Designer (CRD) is a certification administered by the International Ground Source Heat Pump Association (IGSHPA). It is aimed at people who design residential ground source heat pump (GSHP) systems: sizing loads, selecting equipment, and laying out the ground loop. If you have landed here searching for a different credential that shares the abbreviation, this article does not apply to you. For a plain-language orientation, see What Is CRD Certification? and What Does CRD Stand For?.

The identity of this credential is documented in IGSHPA's White Paper 251229 (revision 260114, dated January 14, 2026), titled Sunsetting of IGSHPA Legacy Training Courses/Certifications: Recommendations for Utility/State/Provincial Programs. That paper is the single most important document for understanding what "requirements" means for CRD in 2026, because it frames CRD as a legacy credential rather than a currently open, standard entry path.

Read This First: The question "what are the requirements to get CRD?" has a different answer for three groups: people who already hold it, people whose utility or state program requires it, and people starting from scratch with no program mandate. This article separates the three on purpose.

Legacy Status and Why It Changes the Requirements Question

IGSHPA's white paper reports that normal legacy training was to be replaced by the end of 2025. In practical terms, that means the traditional pattern of simply signing up for a CRD course and sitting the matching exam is no longer the default. IGSHPA's current Training & Certification pages say legacy courses are considered case by case and are offered only when required by a utility, state or provincial program.

Two further points shape every eligibility discussion:

  • Active holders are protected. Per the white paper, active CRD holders may continue renewing indefinitely, provided they complete the required continuing education and do not let the certification lapse.
  • Lapsed means gone. IGSHPA's current FAQ states that lapsed legacy credentials cannot be reinstated. A missed renewal is not a paperwork problem you can fix later.

There is also a conflicting historical signal worth knowing about. HRAI's 2025-26 Courses Schedule advertised a virtual CRD course for February 24-26, 2026. A past schedule entry does not prove the course ran, and it does not prove enrollment is open today. Treat it as evidence that the credential was recently taught in Canada through HRAI, not as a current enrollment offer.

If You Are a New Candidate

For someone who has never held CRD, the honest status is a verification hold. Until a specific, current, issuer-approved legacy offering is confirmed, you should not assume you can enroll. Here is what to do instead of guessing:

  1. Ask whether your program requires CRD. Because legacy courses are offered when a utility, state or provincial program calls for them, the first question is whether your incentive program, licensing authority or utility partner specifically names CRD.
  2. Contact IGSHPA directly. Ask whether a CRD offering exists for your region and timeline, and request the course and exam details in writing.
  3. Check the training provider. If a provider such as HRAI lists a CRD session, confirm with IGSHPA that the session is issuer-approved and open for registration before paying.
  4. Consider the current path. IGSHPA's replacement route is the GRSD examination, which is a separate credential with its own objectives. See the transition section below.

Key Takeaway

Never pay for CRD preparation or registration on the strength of an old schedule or a third-party listing alone. Get written confirmation from IGSHPA that a current legacy offering exists for you.

No current legacy-exam question count, time limit, passing mark or initial exam fee has been verified for CRD, so this article does not state any. If you are researching those specifics, our pages on CRD certification cost, CRD passing score and CRD exam dates explain what is and is not confirmed.

Background That Helps You Qualify and Prepare

IGSHPA's historical listing for the CRD course ties certification to passing the corresponding examination. No formal prerequisite list (years of experience, licenses, or prior coursework) was verified for the current legacy offering, so the following should be read as practical readiness, not mandated eligibility criteria.

The people who tend to benefit most from the CRD curriculum are those who already work around residential comfort systems:

  • HVAC designers and contractors expanding from conventional equipment into GSHP, who already understand load calculations and duct or hydronic distribution.
  • Ground loop installers who understand drilling and pipe fusion but need the design logic behind loop sizing and heat pump selection.
  • Utility and incentive-program staff reviewing residential geothermal projects who need to judge whether a design is credible.
  • Energy auditors and building-science consultants advising homeowners on geothermal economics.

If you are weighing whether the credential fits your career, our CRD worth-it analysis, CRD salary guide and CRD jobs overview cover the professional side. Keep in mind that the legacy status affects how much weight any new hire or employer places on a freshly pursued CRD.

The Nine Preparation Topics You Must Master

The historical IGSHPA event listing for the CRD course (a February 26-27, 2025 session run online with HRAI) lists nine preparation topics. These are curriculum headings, not an official weighted exam blueprint, and they do not establish exhaustive exam coverage or which topic carries the most weight. They are still the best available picture of what the credential expects you to know. For a deeper walk-through, see CRD Exam Domains: Complete Guide to All 9 Content Areas.

1. Ground Source Heat Pump Benefits

Why a homeowner or program would choose GSHP over conventional systems.

  • Efficiency and operating-cost advantages
  • Comfort and environmental arguments you must be able to explain to a client

2. System Components

The physical pieces of a residential GSHP installation.

  • Heat pump unit, ground loop, circulating pump and distribution
  • How components interact and where failures originate

3. Heat Pump Types

Distinguishing the equipment categories available for residential use.

  • Differences in configuration and application
  • Matching the unit type to the distribution system and site

4. Design Process

The sequence a designer follows from first site visit to final specification.

  • Information gathering and design workflow
  • Documenting assumptions so a design can be checked

5. Energy Requirements

Understanding how much heating and cooling energy a home actually needs.

  • Relating building characteristics to energy demand
  • Seasonal behavior and its design implications

6. Load Calculations

The quantitative core of residential design.

  • Heating and cooling load determination
  • Why oversizing or undersizing hurts GSHP performance and economics

7. Performance Parameters: Site, Geology and Soil Conditions

The listing groups parameters affecting different heat pump types with site, geology and soil conditions.

  • How ground and soil conditions influence loop performance
  • Why identical houses can need very different loop designs

8. Heat Pump and Pipe Design

Translating loads and site data into a buildable system.

  • Selecting equipment and sizing the piping
  • Hydraulic considerations that affect pumping energy and reliability

9. Economics of Design

The financial case behind the technical choices.

  • Weighing installation cost against operating savings
  • Communicating a defensible payback picture to a client

Because the topics build on each other, a sensible preparation order follows the design logic rather than the list order alone. This is the one place a schedule is useful:

Week 1

Foundations

  • Benefits, components and heat pump types (topics 1-3)
  • Build a vocabulary you can use in later calculations
Week 2

The Numbers

  • Energy requirements and load calculations (topics 5-6)
  • Practice until load results feel routine; later topics depend on them
Week 3

Site and System Design

  • Site, geology and soil parameters, then heat pump and pipe design (topics 7-8)
  • Revisit the design process (topic 4) to connect the steps
Week 4

Economics and Review

  • Economics of design (topic 9)
  • Mixed review across all nine topics

For a fuller preparation plan, see the CRD study guide and the CRD cheat sheet. If you want to test yourself on design-style questions, our practice tests are a good place to start. For a realistic sense of effort, read how hard the CRD exam is, and for outcome data see what the CRD pass rate data shows.

Requirements for Active CRD Holders

For people who already hold the credential, "requirements" means staying current. The requirements are straightforward but unforgiving, because a lapse cannot be undone.

The Lapse Rule: IGSHPA's FAQ says lapsed legacy credentials cannot be reinstated. If your CRD is active, protect it. Put your renewal date in more than one calendar and begin gathering CEU documentation well ahead of time.
  • Renew on time. Active status is what keeps your legacy credential alive under the white paper's indefinite-renewal provision.
  • Document continuing education. CEU documentation is required for processing your renewal.
  • Understand the CEU unit. IGSHPA describes eight CEU points per three-year cycle. These are CEU points, not eight classroom hours, so confirm how a given activity converts before assuming it counts.
  • Keep your membership aligned. The membership term must cover the discounted certification-renewal term.

Renewal Fees and Membership Mechanics

The renewal fee policy (effective January 1, 2024) is published by IGSHPA on its Certification Renewal page, with separate products for members and non-members. These are renewal charges, not initial exam fees; no initial CRD exam fee was verified.

ItemMemberNon-Member
CRD renewal, per yearUSD $75USD $225
Available terms1, 2 or 3 years1, 2 or 3 years
CEU documentationRequired for processingRequired for processing
Three-year total at listed rateUSD $225USD $675

The three-year totals above are simple multiplication of the per-year rates and assume you select the three-year term; confirm the exact charge on the renewal product page at checkout.

How Membership Fits In

The discounted renewal rate depends on membership, and the membership term must cover the discounted certification-renewal term. Individual membership for currently employed professionals is USD $125 per year. However, a separate individual membership is unnecessary if you are already covered by an eligible business, community or utility membership. Before buying one, ask your employer whether your company already holds a qualifying membership.

Key Takeaway

Compare the full cost before choosing. If you need to buy individual membership yourself, add the membership fee to the member renewal rate and weigh it against the non-member rate. If an employer membership already covers you, the member rate is simply the better deal.

Transition and Upgrade Guidance

IGSHPA's white paper distinguishes sharply between keeping a legacy credential and moving to the current framework. Taking the GRSD examination is a separate, optional upgrade path. It is not an automatic renaming or replacement of CRD, and holding CRD does not convert you to anything.

That distinction matters for planning:

  • Staying put is valid. If your employer, utility or state program continues to recognize CRD, renewing it is a legitimate long-term strategy.
  • Upgrading is a separate decision. If a program or customer begins requiring the newer credential, you would pursue GRSD on its own terms, with its own objectives, fees and rules. Do not assume anything about GRSD from CRD, or vice versa.
  • Ask your program. Utility, state and provincial programs are the ones deciding what they will recognize, so their guidance should drive your timing.

Because the two credentials are distinct, avoid mixing study materials or cost assumptions between them. This site's content on CRD covers the legacy credential specifically.

How to Verify Your Own Eligibility

Since availability for new candidates is on hold pending verification, the most useful thing you can do is confirm your own situation with primary sources. Work through this list:

  1. Identify your category: current holder, program-mandated candidate, or new candidate with no mandate.
  2. Check the issuer: review IGSHPA's Training & Certification page and the Certification Renewal page for the latest wording.
  3. Confirm any offering in writing: if a provider lists a CRD course, ask IGSHPA to confirm it is currently approved and open.
  4. Check your program: ask the utility, state or provincial program whether it names CRD, and whether it would accept the newer path.
  5. For holders, audit your record: confirm your renewal date, your CEU documentation and your membership coverage.

For background reading while you verify, the explainer pages on what CRD is and CRD training may help, and you can review the full details on the CRD certification page.

Frequently Asked Questions

Can I sign up for a CRD course and exam today?

Not on an assumption. IGSHPA says legacy courses are considered case by case and offered only when a utility, state or provincial program requires them. New-candidate enrollment should be treated as on hold until you confirm a specific, current, issuer-approved offering directly with IGSHPA.

Does HRAI's 2026 course schedule mean CRD enrollment is open?

No. HRAI's 2025-26 schedule advertised a virtual CRD course for February 24-26, 2026, but a past schedule listing does not prove the course ran or that registration is open now. Confirm with IGSHPA before paying anyone.

If I let my CRD lapse, can I renew it later?

No. IGSHPA's current FAQ states that lapsed legacy credentials cannot be reinstated. Active holders can renew indefinitely with required continuing education, but only if the certification does not lapse.

How much does it cost to keep CRD active?

Current renewal products are USD $75 per year for members and USD $225 per year for non-members, available in one-, two- or three-year terms. CEU documentation is required, and the membership term must cover the discounted renewal term. These are renewal charges, not initial exam fees.

Does passing the GRSD exam replace my CRD?

No. The GRSD examination is a separate, optional upgrade path. It does not automatically rename or replace CRD, and you should not assume its objectives, fees or rules match those of the legacy credential.

Ready to pass your CRD exam?

Put this into practice with free CRD questions across every exam domain.