Certified Retirement Education Specialist (CRES)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization National Tax-Deferred Savings Association
Qualification and Educational Requirements
Prerequisites

Two years of experience as a 403(b) advisor and at least one of the following licenses or credentials:

  • Series 6, 7 or 65 securities license
  • Life annuity or insurance license
  • Investment Advisor Representative or Registered Investment Advisor credential
Education Requirements Completion of online Certified Retirement Education Specialist education program.
Examination Type Final Certification Exam (online, not proctored)
Continuing Education Requirements Five hours annually
Verification, Complaints and Accreditation
Check Designation Status Online Yes, at Find a CRES Professional Today.
Investor Complaint Process Yes, at Complaints and Discipline
Published List of Disciplined Designees None
Accredited By None