The (k)RS™ credential program teaches wealth management and retirement plan advisors how to comply with new regulations for recommending rollovers to individual retirement accounts (IRAs), from one plan to another plan, and from one IRA to another IRA.
As demand for knowledgeable rollover specialists grows, the NAPA (k)RS™ credential provides you with a competitive advantage and the in-depth understanding you need for best-interest rollover recommendations, backed by the most trusted name in retirement industry education.
NAPA has study materials available to help individuals prepare for the (k)RS™ certification exam. The online education program includes five interactive modules with built-in knowledge checks and resources.
To earn the (k)RS™, learners must successfully complete the Credential Exam. There is a practice exam provided to help learners study for the exam.
A further breakdown of the (k)RS™ course curriculum can be found below.
This module will help you define and determine ERISA fiduciary status and help you understand the primary duties and responsibilities that come with that status.
By the end of this module, you will be able to…
At the end of this module, you will have unlimited attempts to complete a 10-question assessment.
This module will help you identify potential prohibited transactions and when to utilize exemptions, particularly PTE 2020-02.
By the end of this module, you will be able to…
At the end of this module, you will have unlimited attempts to complete a 10-question assessment.
This module will help you to understand what PTE 2020-02 requires for rollovers from plans to IRAs. You should consider your firm’s policies and procedures in addition to approved forms and materials.
By the end of this module, you will be able to…
At the end of this module, you will have unlimited attempts to complete a 10-question assessment.
This module will help you to understand how to apply the same principles from the previous module to three other scenarios.
By the end of this module, you will be able to…
At the end of this module, you will have unlimited attempts to complete a 10-question assessment.
This module will help you to understand how to apply the same principles from the previous module to three other scenarios.
By the end of this module, you will be able to…
At the end of this module, you will have unlimited attempts to complete a 10-question assessment.
Detailed information on how to earn this credential.
Everything you need to know about earning CE.
Detailed document for taking any credential exam with NAPA.
Information for newly credentialed members.
