Designation
Certified Retirement Plan Professional® (CRPP®)
Eligibility Requirements
A minimum of three years of experience in the industry and a four-year degree from an accredited college or university,
OR
A minimum of five years of total experience in the industry,
OR
An equivalency exemption from the CRPP® Board of Standards*
*Applicants may seek an exemption from the CRPP® Board of Standards. Common exemptions include applicants who:
- Hold a similar designation and are in good standing with the issuing organization
- Have significant relevant industry experience
- Are within 12-months of meeting the experience requirement (Cannon will hold the certificate until the experience requirement has been met)
- Have specific circumstances that may warrant further consideration
Application Requirements
CRPP® candidates are required to:
- Complete an approved study program: Cannon's Retirement Plan Services School
- Submit a letter of recommendation from a senior official attesting to your qualifications for the certification, including your trust operations experience
- Agree to uphold and accept the CRPP® Professional Ethics and Code of Conduct Standards
- Complete the CRPP® application
- Pay the CRPP® certification exam fee of $500.
Application
I hereby apply for the Certified Retirement Plan Professional® designation.
* (denotes a required field)
Retirement Plan Services Curriculum (CRPP®)
Your Path to Become a CRPP®
Register today and explore our comprehensive curriculum further. It is designed to enhance your expertise and advance your career.
Retirement Plan Services I
Discover qualified plan design, ERISA requirements, and fiduciary responsibilities. Study profit sharing and 401(k) plans. Valuable for retirement professionals and those pursuing the CRPP® designation
Retirement Plan Services II
Examine IRAs, 403(b), and 457 plans. Study complex qualification rules, vesting, and top-heavy regulations. Explore defined benefit structures. Beneficial for advanced professionals and CRPP® candidates. Prerequisite: RPS I.
Retirement Plan Services III
Master advanced topics including SECURE Act, distribution rules, and Modern Portfolio Theory. Develop lifetime income strategies and complex plan management skills. Essential for senior professionals and CRPP certification. Prerequisites: RPS I and II.
Retirement Plan Services Curriculum (CRPP®)
More from Cannon's Retirement Plans School
Have you completed your studies? Lifelong learning is essential in today's ever-evolving industry. Continue to advance your career and expand your expertise with our additional courses, designed to keep you at the forefront of your field and earn CE credits for your designations.
Retirement Plan Services Fundamentals
Explore ERISA basics, retirement plan types, and qualification rules. Cover 401(k), ESOP, SEP, and IRA plans. Learn about distributions, loans, and key regulations. Ideal for those new to retirement plan services.
IRA Professional School
Comprehensive course leading to the CISP (Certified IRA Services Professional) designation. Explore traditional and Roth IRAs, rollovers, special distributions, and employer-sponsored plans. Cover inheritance rules, investment issues, and prohibited transactions.
ERISA Compliance & Risk Management
Master ERISA compliance for financial institutions offering retirement plans. Explore DOL and IRS mandates, key examination areas, and internal risk evaluation strategies. Ideal for compliance officers, risk managers, and ERISA professionals seeking to enhance their expertise in retirement plan governance and risk mitigation.