Certified Retirement Education Specialist (CRES)
Designation Essentials | |
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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:
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Education Requirements | Completion of online Certified Retirement Education Specialist education program. |
Examination Type | Final Certification Exam (online, not proctored) |
Continuing Education Requirements | Three 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 |