Certified Retirement Education Specialist (CRES)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||National Tax-Deferred Savings Association|
|Qualification and Educational Requirements|
Two years of experience as a 403(b) advisor and at least one of the following licenses or credentials:
Completion of online Certified Retirement Education Specialist education program.
Final Certification Exam (online, not proctored)
|Continuing Education Requirements||
Three hours annually
|Verification and Complaints|
|Check Designation Status Online||
Yes, at Find a CRES Professional Today.
|Investor Complaint Process||
Yes, at Complaints and Discipline
|Published List of Disciplined Designees||