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Tax-Exempt and Governmental Plan Consultant (TGPC)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization National Tax-Deferred Savings Association
Qualification and Training Requirements

Candidates must have either:

  • Three years of retirement plan related experience; or
  • Two years of retirement plan related experience and:
    • Series 6, 7 or 65 license(s) 
    • State-life or annuity insurance license
    • Investment Advisor Representative or Registered Investment Advisor credential
Designation Training Requirements

Optional online course that prepares candidates for the TGPC Credential Exam

Designation Exam Type

TGPC Credential Exam (online, not proctored)

Continuing Education Requirements

40 hours of continuing education every two years, including two hours of ethics

Verification and Complaints
Online Designation Resource None
Investor Complaint Process None
Published List of Disciplined Designees None