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Important CE Changes in 2022

Changes are coming to the CE reporting process on March 1, 2022. Review our short webinar for details.

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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 renewal 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:

Browse Available Programs

Program TitleCredits
Fiduciary Litigation Annual Review (2022), May 5, 2022
Tax Legislation 2021: What Happened and What Almost Happened. March 3, 2022
2021 Wealth Management and Trust Webinar Series Suite12.00
Recent Developments in 2021 for Estate and Trust Administration, December 2, 20212.00
ESG Investing: How to Support Clients in Socially Responsible Investing, November 18, 20211.25
International Estate Planning Fundamentals, October 7, 20212.00
Nonprobate Transfers: Advantages and Disadvantages, September 2, 20212.00
Valuation Principles and Issues, June 3, 20212.00
Tax Planning Techniques Post-2020 Election, February 4, 20212.00
Recent Developments in Estate and Trust Administration, December 3, 20202.00
Evolving Standards in Trustee Compensation, October 1, 20202.00
Hot Topics in Fiduciary Litigation, May 7, 20202.00
Testamentary Planning with IRAs, March 5, 20202.00
The SECURE Act: What the New IRA and ERISA Provisions Mean for Your Bank, February 27, 20201.25

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 TitleCredits
ABA Wealth Management and Trust Conference, February 23-25, 202010.50

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.

Renewal Due Dates

Your renewal due date is based upon when you earned your Certification:

Date EarnedRenewal NoticeRenewal Date
Prior to September 1 of the current yearOctoberJanuary 31
Between September 1 and December 31 of the current year
FebruaryMarch 31

Keep Me Informed

Get information on upcoming webinars, deadlines, and other developments for Certification.