Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Specialist in Retirement Planning (CSRP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization National Institute for Excellence in Professional Education, LLC
Qualification and Educational Requirements
Prerequisites Accrual of 40 points under the National Institute's guidelines, through education, experience, licensing and/or professional designations.
Education Requirements Completion of five core and two elective courses
Examination Type Online, timed exam for each course
Continuing Education Requirements 16 hours every two years
Verification and Complaints
Check Designation Status Online Online at Designation Holders by State
Investor Complaint Process None
Published List of Disciplined Designees None