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Certified Retirement Services Professional (CRSP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization ABA Institute of Certified Bankers
Qualification and Training Requirements
Prerequisites Candidate must meet the following requirements:
  • A minimum of three years experience in ERISA and IRS Code/Regulations and completion of the approved employee benefit/retirement services training program OR five years experience in ERISA, plus IRS Code/Regulations
  • One letter of recommendation from manager attesting to qualifications for certification including ERISA and IRS Code/Regulations experience
Designation Training Requirements Completion of ICB-approved employee benefit/retirement services training program, if experience criteria is not met (see above).
Designation Exam Type Final certification exam (multiple-choice, proctored, closed book)
Continuing Education Requirements 30 credits every three years
Verification and Complaints
Online Designation Resource None
Investor Complaint Process None
Published List of Disciplined Designees None