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Certified Retirement Services Professional (CRSP)

This designation is offered by the Institute of Certified Bankers.  A candidate must fulfill work and education requirements in one of the following two ways: have at least three years ERISA and IRS...

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Certified Trust & Financial Advisor (CTFA)

This designation is offered by the Institute of Certified Bankers.  The candidate must have some combination of professional work experience and education.  This requirement can be fulfilled in one of...

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