Certified 401(k) Professional (C(k)P)

Designation Essentials
Status
Currently offered and recognized by the issuing organization.
Issuing Organization
Qualification and Educational Requirements
Prerequisites
Candidate must meet all of the following requirements:
  • 3 years experience in financial services
  • 10 defined contribution plans under managment
  • $30,000,000 in assets under management
These requirements may be waived for professionals who function in an administrative capacity only and do not provide guidance on plans.
Education Requirements
Examination Type
Final exam for each course, online Mastery Curriculum Exam, online Candidate Designation Exam, online and proctored
Continuing Education Requirements
Verification and Complaints
Check Professional Status Online
Online at C(k)P Registry
Investor Complaint Process
Published List of Disciplined Designees
None
Accredited By
None