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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

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
Designation Training Requirements

Completion of online Certified Retirement Education Specialist education program.

Designation Exam Type

Final Certification Exam (online, not proctored)

Continuing Education Requirements

Three hours annually

Verification and Complaints
Online Designation Resource

Yes, at Find a CRES Professional Today.

Investor Complaint Process

Yes, at Complaints and Discipline

Published List of Disciplined Designees