Skip to main content

CRS

Certified Risk Specialist (CRS)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Interfima
Qualification and Training Requirements
Prerequisites

Candidates must have:

  • three years of experience in the financial services industry or
  • an undergraduate or graduate degree in finance, economics, business or law from an accredited university, college or school.
Designation Training Requirements
  • 50 hours of self-study courses and 10 hours of virtual meetings with the instructor or
  • 60 hours of on-site, in-class study related to portfolio management topics
Designation Exam Type

Online or on-site, closed book, proctored final exam

Continuing Education Requirements

Three hours annually

Verification and Complaints
Online Designation Resource

None

Investor Complaint Process

Submit complaints via email to [email protected].

Published List of Disciplined Designees

None