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Updated: Jun 4th, 2010
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Product Description Exam Number/Code: CRSP
Exam Number/Code: CRSP
Exam Name: Certified Retirement Services Professional
The world of finance provides a great variety of career possibilities and there are a number of financial certifications available to all the candidates.
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Information Regarding CRSP Exam
The Certified Retirement Services Professional certification is designed to:
- Establish a recognized standard of knowledge and competence for wealth management professionals specializing in retirement services
- Formally recognize those who meet these standards
- Provide employers with a tool to identify skilled, knowledgeable professionals
- Support the benefits of professional continuing education and development
Eligibility requirements
You must meet the following prerequisites in order to qualify to take the CRSP certification examination:
1. Professional Experience & Education
- A minimum of three (3) years experience in ERISA and IRS Code/Regulations experience and completion of the following ICB-approved employee benefit/retirement services training program
- Cannon Financial Institute Retirement Plan Services Schools -OR-
- Five (5) years experience in ERISA, plus IRS Code/Regulations
2. Professional Reference
One letter of recommendation from your manager attesting to your qualifications for certification including your ERISA and IRS Code/Regulations experience. (ERISA and IRS Code/Regulations experience is defined as employee benefit services experience including relevant experience at a financial institution, a law firm, accounting firm, employee benefit consulting firm, a plan sponsor or a service provider.)
3. Ethics Statement
Each candidate must sign ICB's Professional Code of Ethics statement. Please note: you must furnish all pertinent information about any convictions or pleas of nolo contendere on the grounds of fraud, embezzlement, unfair or deceptive practices, securities law violations, misappropriation of property, fraudulent conversations or any civil or administrative action from which you have been previously found liable.
4. Application
You must complete and submit the application. You are required to meet the eligibility requirements in place at the time that you submit your application.
Maintenance requirements
To maintain your CRSP in good standing, you must adhere to ICB's Professional Code of Ethics, pay an annual fee, and complete 30 credits of continuing education every three years.
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