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 | Two years of experience as a 403(b) advisor and at least one of the following licenses or credentials:
|
| 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 | None |
