The NTSA retirement literacy curriculum & presentations are engaging and fun, yet also meet core educational standards incorporating key principles of behavioral economics. The programming has been designed to inspire action of participants and represents the collaboration of NTSA Elite Advisors who have utilized this curriculum successfully to engage educators in the retirement planning process.
Become an NTSA Certified Advisor by attending this three hour workshop and learn how to present the retirement literacy curriculum, overcome school access challenges, and motivate clients to achieve retirement security. Advisors that complete the certificate program are eligible to present the NTSA Retirement Literacy Course in our nation’s schools and are listed on the NTSA registry of certified advisors.
CRES advisors are required to recertify annually in order to solidify your commitment to the CRES standards and practices. Recertification includes continuing education, updated program resources, and inclusion on the CRES registry website. This year’s course will include 2 hours of behavioral finance and 1 hour of ethics. By attending the CRES Recertification course, advisors have the opportunity to complete the annual recertification at no additional cost – while also earning 2 hours of CFP CE!
Note: CRES Advisors who do not recertify at the NTSA Summit will be able to purchase the recertification course after the conference for $150, which will become available on February 15th and will need to be completed by April 1, 2020.
NTSA CE Calculator
|50 minutes||1 credit hour|
|75 minutes||1.5 credit hours|
|100 minutes||2 credit hours|
To request approval for state insurance or legal CE, please submit your request by December 12, 2019.
The 2020 NTSA Summit Conference offers up to 16 hours of NTSA CE credit, including 1 hour of NTSA Ethics.
Approved for 16 CE (including 8.0 Specialized Knowledge and 8.0 Taxes)
Self-reporting available for up to 2 hours of credit
Attorneys (CLE Credit):
Certified Financial Planners (CFP Credit):
The following sessions have been approved for CFP credits.
(1) – General Session 1
(1) – Workshop 1
(1) – Workshop 7
(1) – General Session 4
(1) – General Session 6
(1) – General Session 7
The 2020 NTSA Summit has been approved for 16 ERPA credits, including 1 ERPA Ethics credit.
8 hours of JBEA Non-Core, 1 hour of JBEA Core, and 1 hour of JBEA Ethics credit are also available.
The NTSA Summit has been approved for 16 SHRM PDCs.
California – 15.0 hours (only certain sessions qualify)
Colorado – 3.0 hours for NTSA CRES Certification Bootcamp
Pennsylvania – 16.0 hours General Insurance CE
Please check the website periodically for updates. We will post approved credit and credit applied for as it is available.