Skip to main content
Welcome to the new FINRA.org. Learn more about our updates.
Create your own user feedback survey

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 Educational Requirements
Prerequisites

Two years of experience as a 403(b) advisor and at least one of the following licenses or credentials:

  • Series 6, 7 or 65 securities license
  • Life annuity or insurance license
  • Investment Advisor Representative or Registered Investment Advisor credential
Education Requirements

Completion of online Certified Retirement Education Specialist education program.

Examination Type

Final Certification Exam (online, not proctored)

Continuing Education Requirements

Five 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