EDEPS - Economic Development and Employer Planning System

Certification

Actuaries
Associate of the Conference Certifying Organization Conference of Consulting Actuaries http://www.ccactuaries.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Either training or work experience required, but not both? Yes ● Oral or Written Exam Required? No ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Associate of the Conference Website
Associate of the Society of Actuaries Certification Description An Associate of the Society of Actuaries has demonstrated knowledge of the fundamental concepts and techniques for modeling and managing risk. The Associate has also learned the basic methods of applying those concepts and techniques to common problems involving uncertain future events, especially those with financial implications. The Associate has also completed a professionalism course covering the professional code of conduct and the importance of adherence to recognized standards of practice. Certifying Organization Society of Actuaries https://www.soa.org/member/ Certification Details ● Education and Training Required? No ● Work Experience Required? No ● Either training or work experience required, but not both? No ● Oral or Written Exam Required? Yes ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Associate of the Society of Actuaries Website
Associate, Annuity Products and Administration Certification Description With your AAPA designation, you will learn how to more effectively deliver solutions to your internal and external annuity customers. With your AAPA, you will learn: - How to differentiate the various annuity products and their uses - The role of technology in annuity administration - How annuities are marketed and distributed - Funding arrangements for pension products - Laws and regulations affecting annuities. Certifying Organization LOMA http://www.loma.org/default.aspx Certification Details ● Oral or Written Exam Required? Yes ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Associate, Annuity Products and Administration Website
Associateship in the Casualty Actuarial Society Certification Description Candidates for Associateship in the Casualty Actuarial Society must fulfill the examination requirements by successful completion of, or credit for, Exams 1-7, and have credit by Validation by Educational Experience (VEE) for the required topics of economics, corporate finance, and applied statistical methods. Certifying Organization Casualty Actuarial Society http://www.casact.org Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes Associateship in the Casualty Actuarial Society Website
Certified Pension Consultant Certification Description The Certified Pension Consultant (CPC) credential is designed for benefits professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs work with employers in the formulation, implementation, administration, and maintenance of qualified retirement plans and other employee benefits programs. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Pension Consultant Website
Certified Retirement Financial Advisor Certification Description Certification testing is offered to financial advisors who have at least three (3) years working experience in financial services and/or specific job skills/classroom training in the financial industry, as fundamental knowledge of insurance, investments and taxes will be assumed for testing purposes. Certification is granted to financial advisors who achieve an exam score of 70 or more. Certifying Organization Society of Certified Retirement Financial Advisors http://www.crfa.us/ Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every Year ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Certified Retirement Financial Advisor Website
Fellow in the Casualty Actuarial Society Certification Description Actuaries evaluate the financial impact of current economic, legal, and social trends on future events. The accurate and responsible matching of risk to price is the foundation upon which the financial integrity of the actuary's company or client rests. For these reasons, actuaries are known for their scientific approach and demanding standards. Certifying Organization Casualty Actuarial Society http://www.casact.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Either training or work experience required, but not both? No ● Oral or Written Exam Required? Yes Fellow in the Casualty Actuarial Society Website
Fellow of the Conference Certifying Organization Conference of Consulting Actuaries http://www.ccactuaries.org Certification Details ● Education and Training Required? Yes ● Work Experience Required? Yes ● Oral or Written Exam Required? No ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Fellow of the Conference Website
Fellow of the Society of Actuaries Certifying Organization Society of Actuaries https://www.soa.org/member/ Certification Details ● Education and Training Required? No ● Work Experience Required? No ● Either training or work experience required, but not both? No ● Oral or Written Exam Required? Yes ● Renew through Continuing Educational Units (CEU)? No ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Fellow of the Society of Actuaries Website
Fellow, American Society of Pension Actuaries Certification Description The FSPA is ASPPA/ACOPA's advanced Fellowship designation. It represents the highest achievement within ACOPA for an actuary and the actuary who achieves this designation has shown a level of knowledge and understanding of the private pension system significantly beyond what is tested on the Enrolled Actuary examinations. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Fellow, American Society of Pension Actuaries Website
Member, American Society of Pension Actuaries Certification Description The Member, Society of Pension Actuaries (MSPA) program was created for individuals providing defined benefit or actuarial consulting who are currently Enrolled Actuaries in good standing. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Member, American Society of Pension Actuaries Website
Qualified 401(k) Administrator Certification Description The Qualified 401(k) Administrator (QKA) credential is conferred by ASPPA to retirement plan professionals who work primarily with 401(k) plans. Applicants for the QKA credentials come from various professional disciplines. They typically assist employers and consultants with the record keeping, non-discrimination testing and administrative aspects of 401(k) and related plans. A minimum of two years experience in pension related matters is required along with completion of ASPPA's QKA examination series to be a candidate for this credential. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes Qualified 401(k) Administrator Website
Qualified Pension Administrator Certification Description The Qualified Pension Administrator (QPA) credential recognizes professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers, actuaries, and consultants handling eligibility determination for benefits, benefit computations, plan recordkeeping, trust accounting and disclosure, and compliance requirements. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Qualified Pension Administrator Website
Retirement Plans Associate Certifying Organization International Foundation of Employee Benefit Plans http://www.ifebp.org/Pages/default.aspx Certification Details ● Oral or Written Exam Required? Yes Retirement Plans Associate Website
Tax-Exempt & Governmental Plan Consultant Certification Description The primary intent is to offer education for those professionals who specialize in the 403(b) and/or 457 marketplace resulting in a recognized ASPPA credential. By offering the certificate program on the way to obtaining this credential, ASPPA also intends to offer education for those desiring to enhance their 403(b)/457 administrative knowledge and skills. Certifying Organization American Society of Pension Professionals and Actuaries http://www.asppa.org/ Certification Details ● Education and Training Required? No ● Work Experience Required? Yes ● Oral or Written Exam Required? Yes ● Renewal Required? Every 2 Years ● Renew through Continuing Educational Units (CEU)? Yes ● Renew through Re-Examination? No ● Renew through Continuing Professional Development (CPD)? No ● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No Tax-Exempt & Governmental Plan Consultant Website

Actuaries

Certifying Organization
Conference of Consulting Actuaries
http://www.ccactuaries.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Either training or work experience required, but not both? Yes
● Oral or Written Exam Required? No
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Associate of the Conference Website

Associate of the Society of Actuaries

Certification Description
An Associate of the Society of Actuaries has demonstrated knowledge of the fundamental concepts and techniques for modeling and managing risk. The Associate has also learned the basic methods of applying those concepts and techniques to common problems involving uncertain future events, especially those with financial implications. The Associate has also completed a professionalism course covering the professional code of conduct and the importance of adherence to recognized standards of practice.

Certifying Organization
Society of Actuaries
https://www.soa.org/member/

Certification Details
● Education and Training Required? No
● Work Experience Required? No
● Either training or work experience required, but not both? No
● Oral or Written Exam Required? Yes
● Renew through Continuing Educational Units (CEU)? No
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Associate of the Society of Actuaries Website

Associate, Annuity Products and Administration

Certification Description
With your AAPA designation, you will learn how to more effectively deliver solutions to your internal and external annuity customers. With your AAPA, you will learn: - How to differentiate the various annuity products and their uses - The role of technology in annuity administration - How annuities are marketed and distributed - Funding arrangements for pension products - Laws and regulations affecting annuities.

Certifying Organization
LOMA
http://www.loma.org/default.aspx

Certification Details
● Oral or Written Exam Required? Yes
● Renew through Continuing Educational Units (CEU)? No
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Associate, Annuity Products and Administration Website

Associateship in the Casualty Actuarial Society

Certification Description
Candidates for Associateship in the Casualty Actuarial Society must fulfill the examination requirements by successful completion of, or credit for, Exams 1-7, and have credit by Validation by Educational Experience (VEE) for the required topics of economics, corporate finance, and applied statistical methods.

Certifying Organization
Casualty Actuarial Society
http://www.casact.org

Certification Details
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes

Associateship in the Casualty Actuarial Society Website

Certified Pension Consultant

Certification Description
The Certified Pension Consultant (CPC) credential is designed for benefits professionals working in plan administration, pension actuarial administration, insurance, and financial planning. CPCs work with employers in the formulation, implementation, administration, and maintenance of qualified retirement plans and other employee benefits programs.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Pension Consultant Website

Certified Retirement Financial Advisor

Certification Description
Certification testing is offered to financial advisors who have at least three (3) years working experience in financial services and/or specific job skills/classroom training in the financial industry, as fundamental knowledge of insurance, investments and taxes will be assumed for testing purposes. Certification is granted to financial advisors who achieve an exam score of 70 or more.

Certifying Organization
Society of Certified Retirement Financial Advisors
http://www.crfa.us/

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every Year
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Certified Retirement Financial Advisor Website

Fellow in the Casualty Actuarial Society

Certification Description
Actuaries evaluate the financial impact of current economic, legal, and social trends on future events. The accurate and responsible matching of risk to price is the foundation upon which the financial integrity of the actuary's company or client rests. For these reasons, actuaries are known for their scientific approach and demanding standards.

Certifying Organization
Casualty Actuarial Society
http://www.casact.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Either training or work experience required, but not both? No
● Oral or Written Exam Required? Yes

Fellow in the Casualty Actuarial Society Website

Fellow of the Conference

Certifying Organization
Conference of Consulting Actuaries
http://www.ccactuaries.org

Certification Details
● Education and Training Required? Yes
● Work Experience Required? Yes
● Oral or Written Exam Required? No
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Fellow of the Conference Website

Fellow of the Society of Actuaries

Certifying Organization
Society of Actuaries
https://www.soa.org/member/

Fellow of the Society of Actuaries Website

Fellow, American Society of Pension Actuaries

Certification Description
The FSPA is ASPPA/ACOPA's advanced Fellowship designation. It represents the highest achievement within ACOPA for an actuary and the actuary who achieves this designation has shown a level of knowledge and understanding of the private pension system significantly beyond what is tested on the Enrolled Actuary examinations.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Fellow, American Society of Pension Actuaries Website

Member, American Society of Pension Actuaries

Certification Description
The Member, Society of Pension Actuaries (MSPA) program was created for individuals providing defined benefit or actuarial consulting who are currently Enrolled Actuaries in good standing.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Member, American Society of Pension Actuaries Website

Qualified 401(k) Administrator

Certification Description
The Qualified 401(k) Administrator (QKA) credential is conferred by ASPPA to retirement plan professionals who work primarily with 401(k) plans. Applicants for the QKA credentials come from various professional disciplines. They typically assist employers and consultants with the record keeping, non-discrimination testing and administrative aspects of 401(k) and related plans.
A minimum of two years experience in pension related matters is required along with completion of ASPPA's QKA examination series to be a candidate for this credential.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes

Qualified 401(k) Administrator Website

Qualified Pension Administrator

Certification Description
The Qualified Pension Administrator (QPA) credential recognizes professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers, actuaries, and consultants handling eligibility determination for benefits, benefit computations, plan recordkeeping, trust accounting and disclosure, and compliance requirements.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Qualified Pension Administrator Website

Retirement Plans Associate

Certifying Organization
International Foundation of Employee Benefit Plans
http://www.ifebp.org/Pages/default.aspx

Certification Details
● Oral or Written Exam Required? Yes

Retirement Plans Associate Website

Tax-Exempt & Governmental Plan Consultant

Certification Description
The primary intent is to offer education for those professionals who specialize in the 403(b) and/or 457 marketplace resulting in a recognized ASPPA credential. By offering the certificate program on the way to obtaining this credential, ASPPA also intends to offer education for those desiring to enhance their 403(b)/457 administrative knowledge and skills.

Certifying Organization
American Society of Pension Professionals and Actuaries
http://www.asppa.org/

Certification Details
● Education and Training Required? No
● Work Experience Required? Yes
● Oral or Written Exam Required? Yes
● Renewal Required? Every 2 Years
● Renew through Continuing Educational Units (CEU)? Yes
● Renew through Re-Examination? No
● Renew through Continuing Professional Development (CPD)? No
● Does applicant have a choice of at least two options from above for renewal (CEU, CPD, or exam)? No

Tax-Exempt & Governmental Plan Consultant Website

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