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Tax-Exempt and Governmental Plan Consultant Credential

Average Time to Obtain: 12 months

Hours of Study Time: 50-100 hours

How to Earn the TGPC Credential

Complete Education Requirements

Fulfill Additional Requirements

In addition to passing the required examination series, a candidate must meet one of the following requirements:

Existing license or credential

 

Retirement Plan Related Experience

Series 6, 7 or 65 license issued by the FINRA

+

2 years

State-life or annuity insurance license

+

2 years

Investment Advisor Representative or Registered Investment Advisor credential

+

2 years

None of the above

+

3 years

Submit Documentation

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Continuing Education Requirements

All credentialed members must acquire 40 hours of Continuing Education (CE) credits (2 of these must be Ethics) in a two-year cycle as well as renew NTSA Membership annually to retain credentials. 

For more information please click here.

For more information about NTSA membership please click here.

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Grandfathering Rules for Candidates with MCRS and CRS

Existing NTSA designated members in good standing will be grandfathered upon joining ASPPA as follows:

Master Certified Retirement Specialist (MCRS)

 An MCRS will need to complete the credentialed membership application to apply for the TGPC credential (you will be notified when the credential is awarded).

Certified Retirement Specialist (CRS) 

Those with the CRS designation will be given credit for the TGPC-1 exam for purposes of obtaining the TGPC credential, but will still need to take TGPC-2. Upon successful completion of the TGPC-2 examination, a CRS will need to complete the credentialed membership application to apply for the TGPC credential (you will be notified when credential is awarded).

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