Below are some testimonials from previous students and current online students.


"I would encourage anyone who serious about helping people in the 403(b) business to take and complete the Master Certified Retirement Specialist (MCRS) designation. The designation will show your clients you are serious about educating yourself to help them in their retirement. This designation separates those who are willing to go the extra mile."

Bruce D. Wise CFP, MCRS
Retirement Specialist


"I found the on-line examination process for obtaining the CRS certification through NTSAA to be very user-friendly. The windows from which to access the testing area are easy to navigate, and straightforward in their direction. I especially like the functionality of permitting the tester to mark a question to come back later during the test. Receiving instant scoring upon completion of the exam is an additional bonus. My overall experience with the on-line examination process was very good."

Rosemary Kinman
Current CRS Student


"After completing the CEBS designation I began looking for other designations that would enhance my knowledge of retirement plans.  I found that the CRS and the MCRS programs offer the additional study I was looking for, providing information and training on a wide range of topics related to 403(b) plans, 401(k) plans, 457 plans, SEP and SIMPLE plans, Individual Retirement Plans, Financial Planning, and Estate Planning.  The NTSAA staff has been friendly, very helpful in providing me with information about the CRS and MCRS designations in general, very helpful with information and directions regarding registration, and I received the study materials quickly.  I appreciate the self-study format with the 4 month window that is allowed for each exam to be completed.  This window provides a built-in incentive to complete the courses relatively quickly to earn the CRS or the MCRS designations.  The on-line exams are very "user friendly" and I especially like the fact that the four exams that are required for the CRS designation can be taken "on-line" anytime during the day or week from your computer.  It is so convenient not having to reserve a seat to take an exam or drive several miles to a testing facility."

Kal Davidson, CEBS
Current CRS Student


"I have had an extremely positive experience with NTSAA Educational Institute since I began the CRS designation. The NTSAA Educational Institute staff is professional, courteous, and informative. The information in the text is detailed and dynamic. The designation provides complete breadth of the 403(b) market from administration, practitioner, and employer perspective. The online format enables busy working people to take the test at their convenience. The test format is also similar to other license/designations formats making it extremely user friendly to industry personnel."

Chris Kothe
Current CRS Student


"Thank you for making this information and designation available to advisors in our industry! I have found that the courses definitely entail pertinent information and encourage all reps to uphold high moral standards in the way we conduct business. Keeping the clients best interest in mind is something that I fear is not valued enough in our material society. I was really glad to see you have chosen to emphasize that in the material."

Kevin M. Klaas
Envoy Financial... Trusted Advice Along The Way
Current CRS Student