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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:

  • Series 6, 7 or 65 securities license;
  • state-life or annuity insurance license; or
  • investment advisor representative or registered investment advisor credential.
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

At CRES Advisory Registry
Investor Complaint Process

Submitted via email to [email protected]
Published List of Disciplined Designees

None