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Maintain the CRSP

How to Submit Continuing Education (CE) Credit

View instructional video for tips on how to successfully submit your CE credit.
Attention: The same training program may only be added to your certification record one time during a 3-year CE cycle.

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Renewal Requirements

To maintain your Certified Retirement Services Professional (CRSP) in good standing, the following are required:

PLEASE NOTE: ABA will only offer the CRSP exam through December 2020. We will continue to support the CRSP certification for those who maintain the designation. Access to CE credits through webinars, quizzes, and ABA events will be available. We will also accept approved external CE credits from either other providers or internal bank training.

To enter your continuing education credits and pay your annual fee, go to the Certification Manager.

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Pre-Approved ABA Options

The following ABA programs have been pre-approved for Certified Retirement Services Professional (CRSP) continuing education (CE) credits as indicated below:

Certificate Title Credits
Certificate in Asset Management 8.50
Certificate in Core Concepts and Ethics for Fiduciary Advisors 3.25
Certificate in Fiduciary Principles and Ethics 1.50
Certificate in Fiduciary Risk and Compliance 1.25
Certificate in Integrated Wealth Planning and Advice 4.75
Certificate in Trust Administration 0.75
Course Title Credits
Alternative Investment Products 1.00
Annuities 0.50
Applying Fiduciary Principles and Ethics 0.75
Asset Allocation and Diversification 1.00
Banking Law and Referrals 1.00
Bond Selection and Analysis 1.00
Economics & Markets 1.25
Ethical Issues for Bankers 1.00
Fiduciary Compliance 1.50
Fiduciary Ethics 0.75
Fiduciary Law 1.00
Fundamentals of Life Insurance 1.00
Health Savings Account (HSA) Expert Certificate 5.25
Introduction to Investment Management 0.50
Individual Retirement Accounts 0.75
Investment Policy 0.75
Investment Products 1.25
IRA Online Institute 29.5
Life Insurance Policies 0.75
Minimizing Fiduciary Risk and Litigation 0.75
Prudent Portfolio Management 0.50
Qualified Retirement Plans 1.00
Stock Selection and Analysis 0.75
Sustainable and Responsible Investing 0.50
Trust Fundamentals 0.75

Browse Available Programs

Program Title Credits
Recent Developments (2024), December 5, 2024 2.00
Fiduciary Litigation Annual Review (2024), May 2, 2024 2.00
What Clients Need to Know to Manage their Taxes in 2024, March 14, 2024
 1.25
The Role of Multigenerational Planning in Your Estate Plan, February 8, 2024 2.00
Advisor Insights: 2024 Market and Economic Outlook, January 18, 2024 1.25
Recent Developments in 2023 for Estate and Trust Administration, December 7, 2023 2.00
Fiduciary Litigation Annual Review (2023), May 11, 2023 2.00

Due to changes in content, new program credits are added 30 days prior to the date of the event. Please check back to see actual credits approved.

Program Title Credits
Wealth Management and Trust Conference, February 21-23, 2024 5.00
Wealth Management and Trust Conference, February 27-March 1, 2023  5.00

Other CE Options and FAQs

See links below for all general types of programs that do and do not qualify for continuing education credits, along with frequently asked questions.

Annual Fee Dates

You will receive a notice to pay your annual fee by email in October of each year. The fee is due no later than January 31 of the following year.

*The fee notice will be sent to your Certification Manager account’s primary email. Please be sure your primary email is up to date on your dashboard. We also encourage you to add a back-up email in the space provided to ensure that we can stay in contact with you.

Still have questions?

Check out our continuing education FAQs.

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