Certified Roth Conversion Specialist (CRCS)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization |
| Issuing Organization | The Wealth Preservation Institute |
| Qualification and Training Requirements | |
| Prerequisites | None |
| Designation Training Requirements | None |
| Designation Exam Type | Online, closed-book exam, plus open-book practical portion |
| Continuing Education Requirements | Retake the certification exam practical portion every two years |
| Verification and Complaints | |
| Online Designation Resource | Online at CRCS Status Verification |
| Investor Complaint Process | Submit complaints via online complaint form |
| Published List of Disciplined Designees | Online at Disciplinary Actions |
