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 Training Requirements | |
| Prerequisites | Candidates must have two years of experience as a 403(b) advisor and at least one of the following:
|
| Designation Training Requirements | Online, self-study course |
| Designation Exam Type | Online, non-proctored final certification exam |
| Continuing Education Requirements | 40 hours every two years |
| Verification and Complaints | |
| Online Designation Resource | |
| Investor Complaint Process | Submitted via email to [email protected] |
| Published List of Disciplined Designees | None |
