Certified Retirement Services Professional (CRSP)

• A proctored exam at the candidate’s company, with an ICB-certified member serving as exam proctor
  
• At an exam site that is within 2 hours driving time from the candidate's company

• Professional Experience & Education: must meet one requirement
  • A minimum of three (3) years experience in ERISA and IRS Code/Regulations experience and completion of an ICB approved employee benefit /retirement services training program
    
  • Five (5) years experience in ERISA and IRS Code/Regulations
  
  
• Professional Reference - One letter of recommendation from your manager attesting to your qualifications for certification including your ERISA and IRS Code/Regulations experience
  
  
• Ethics Statement - Each candidate must sign ICB's Professional Code of Ethics statement, which is the last page of the application
  
  
• Application – Candidates must complete and submit an application, affirming that they comply with the eligibility requirements at the time of submission; application fee is $295, covers exam as well

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