Confidently determine for clients if Roth IRA conversions make financial sense!
Earn client trust and generate more revenue—
Get the CRCS™ designation today!
With the CRCS™ Designation, you will…
- Be able to definitively answer the most complex financial/tax planning question in the industry today
- Save many clients from making a big financial mistake and help those who can benefit build more wealth for themselves and the next generation
- Deliver/design more suitable retirement plans
- Attract more clients seeking help with Roth conversions
- Differentiate yourself from other advisors with a recognized designation
- Stay ahead of tax law changes with ongoing updates
Cost to Sit for the Exam
To sit for the exam and have your practical exam graded, the cost is $500.
Study Material
Because The Wealth Preservation Institute (the issuing entity) follows NCCA certification guidelines, there is NO official study material. Advisors can purchase books and attend any training they see fit in an effort to educate themselves on the subject matter.
The Wealth Preservation Institute’s role is to administer a rigorous exam that tests an advisor’s knowledge so the public can have confidence that a CRCS™ has unique abilities to give the most suitable advice on Roth IRA conversions.
Optional Reading
