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Certified Retirement Services Professional (CRSP)

Money Manager | Monday, September 1st, 2008

This designation is offered by the Institute of Certified Bankers.  A candidate must fulfill work and education requirements in one of the following two ways:

  • have at least three years ERISA and IRS Code/Regulations experience and have completed an ICB approved training program, or
  • have five years experience in ERISA and IRS Code/Regulations.
The candidate must also provide a letter of recommendation and sign a code of ethics.  Finally, the candidate must pass a written examination.
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