Share |  Print



Log into ICB Member Services

Certified Retirement Services Professional (CRSP)

About CRSP | Apply | Exam Information | Exam Outline | Benefits | Maintain Certification | Advisory Board
 

Maintain certification

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 (3) years.  You are allowed to carry over up to 10 credits per three-year cycle.  The following list is intended to give you an idea of the types of continuing education ICB approves for post exam continuing education credit. 

As you look for activities to fulfill your continuing education requirements, please remember that it is not necessary to have ICB review courses or programs that you are considering.  To determine whether a course is eligible for continuing education credit, refer to the CRSP exam outline.  If the program you are considering includes content that relates to the items detailed in the exam outline, it qualifies for continuing education credit. 

To calculate your CE credits, divide the number of instructional minutes by 50.  Fifty (50) minutes of instruction equals one (1) credit.  Round up this number to the nearest quarter hour.  Do not include breaks or meal functions; motivational speeches; business meetings; introductory remarks; non-guided, unstructured group discussions; or award presentations or receptions.

ABA continuing education opportunities

Conferences/Schools  Credits
ABA Wealth Management and Trust Conference, March 14-16, 2012
Order Audio Recordings
CRSP CE Credits Worksheet
NOTE:  Credits to the right are for the LIVE conference.  Refer to CTFA CE Credits Worksheet for audio recordings credits.		 13.00
ABA Wealth Management and Trust Conference, March 6-8, 2011
Order Audio Recordings
CRSP CE Credit Worksheet
NOTE:  Credits to the right are for the LIVE conference.  Refer to CRSP CE Credit Worksheet for audio recordings credits.		 8.25
ABA Wealth Management and Trust Conference, March 7-9, 2010
Order Audio Recordings
CRSP CE Credit Worksheet
NOTE:  Credits to the right are for the LIVE conference.  Refer to CRSP CE Credit Worksheet for audio recordings credits.		 14.00
Telephone Briefings  (Order Telephone Briefing Audio CDs) Credits
Diversification or Concentration of Assets: What Should a Trustee Do?, Nov 1, 2012 2.50
Fiduciary Litigation Panel, May 3. 2012 2.50
When Bad Things Happen to Good Portfolios: Rethinking Risk and Diversification, April 19, 2012 2.00
Section 408(b)(2) Disclosure Requirements: Is Your Institution Ready?, March 29, 2012 2.00
Top Ten Fiduciary Income Tax Issues, March 1, 2012 2.50
IRAs – Do's, Do Not's and Did Not's, February 16, 2012 2.00
Surviving the Retirement Benefits Planning Maze, Sept 1, 2011 2.50
Current Issues in Fiduciary Litigation and How to Minimize a Trustee's Exposure to Litigation – A Roundtable Discussion, May 5, 2011 2.50
Self-Paced & Instructor-Led Online Courses Credits
Asset Allocation:  An Introduction 1.25
Asset Classes:  (Part I) 1.25
Asset Classes  (Part II) 1.50
Ethical Issues for Bankers 1.75
Fiduciary Law 3.00
Introduction to Investment Management 4.50
Investments I 2.00
Investments II 2.00
IRA Online Institute 32.75
Life Insurance and Annuities 2.00
Mutual Funds:  An Introduction 1.25
Mutual Funds:  Investing 1.50
Privacy For Customer Contact Personnel (Reg P) 2.50
Private Banking & Wealth Management:  Overview of Investing 1.25
Private Banking & Wealth Management:  Techniques of Investing 1.50
Retirement Planning 4.00

For courses with * at the end of their title, credits depend on the number of training hours delivered. Please consult the AIB catalog for details.

(back to top)

Additional CE resources

How do I know if an activity has received ICB approval?
Many programs list ICB continuing education credit information directly in their promotional and/or course materials.

Check with your own internal training coordinator to determine if any internal training programs have been approved for ICB continuing education credit.  ICB members who wish to submit programs to ICB for review and approval should use the Continuing Education Provider Application and submit the required information via fax or mail.  The review period for all programs is approximately four weeks and you will be notified in writing of the outcome once the review is complete.  The Continuing Education Provider Application is available in two formats:  Word 2007 Version or PDF Form Version.

How do I document the continuing education that I have completed?
Please enter your continuing education credits online by way of the password-protected "Member Services" web pages.

We suggest that you retain the original registration and completion documentation in your files in case you need to report the same information to support CE reporting you may need for other professional designations.  In addition, this will ensure that you are prepared in the event that ICB should find it necessary to audit your records.

You must accumulate the designated number of CE credits every three (3) years. If you fail to earn those credits in a given three-year cycle, it may result in your membership status being suspended and/or decertification.

(back to top)


Questions?  Please contact icb@aba.com for additional information.