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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:

Browse Available Programs

Program TitleCredits
Fiduciary Litigation Annual Review (2024), May 2, 20242.00
Recent Developments (2024), December 5, 20242.00
2025 Post Election Implications for Wealth Clients, December 17, 20241.25
Economic Horizons: What Wealth Advisors Need to Know for 2025, January 23, 20251.25
Planning with Retirement Accounts After the Secure Act, February 13, 20252.00
How Your Client’s Money History Impacts Financial Planning, February 18, 20251.25
Impact of the Election on Future Tax Legislation, April 3, 20252.00
Fiduciary Litigation Annual Review for 2025, May 1, 20252.00
Recent Developments: 2025 Estate and Trust Administration, December 4, 20252.00

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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Keep Me Informed

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