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Certified Federal Retirement Specialist (CFRS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Federal Retirement Services PLLC
Qualification and Training Requirements
Prerequisites

Candidates must meet one of the following requirements:

  • have a bachelor's degree in business, finance or economics;
  • have a minimum of two years relevant federal industry experience; or
  • hold a FINRA qualifications exam registration.
Designation Training Requirements

Online training course

Designation Exam Type

Online, monitored final course exam

Continuing Education Requirements

Annual recertification training and exam

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

Submit complaints via email to [email protected].

Published List of Disciplined Designees

None