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APR Designation Benefits

As an APR, you will experience a general survey of all types of retirement plans, and engaged in advanced study of retirement plan topics ranging from fiduciary responsibility and prohibited transactions to minimum coverage testing and requirement plan distributions.

Potential APRs include:

  • Retirement plan personnel
  • Financial consultants/planners
  • Registered Investment Advisors

Earning the APR Designation

To earn the APR designation, students must follow steps 1 or 2 below:

1. Successfully complete/pass the two APR self-study courses and examinations and must also have one of the following: an NASD Series 6, 7, 65, 66 or 24 license or an insurance license. 

2. Have an ERPA designation.

In order to maintain the designation, you must complete 10 hours of continuing education and hold a current NIPA membership (annually).

Course 1: The Fundamentals of Qualified Plan Administration
Course 2: Advanced Topics in Retirement Plans