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Accredited Pension Representative
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Accredited Pension Representative

 NIPA provides practical information and effective, relevant designation programs necessary to achieve career advancement and improve day-to-day performance. Through NIPA's Accredited Pension Representative (APR) program, you will earn a prestigious designation that carries with it a sense of personal accomplishment and demonstrates your professional competency.



APR Designation Benefits

As an APR student, you will experience a general survey of all types of retirement plans and engage in the advanced study of retirement plan topics, ranging from fiduciary responsibility and prohibited transactions to minimum coverage testing and 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: a FINRA Series 6, 7, 65, 66 or 24 license or an insurance license.
  2. Have an ERPA designation 

Please note: APR Course 1 is open book and may be taken from home or work, rather than having to report to a testing location, during any of the three exam testing windows. APR Course 1 does not require a proctor, however, APR Course 2 must be completed at a proctored testing location during the exam testing windows.

 Course 1:   The Fundamentals of Qualified Plan Administration (PDF) 
 Course 2:  Advanced Topics in Retirement Plans (online textbook)


Maintaining the APR Designation

In order to maintain the designation, you must complete 10 hours of continuing professional education credit and hold a current NIPA membership at the Business Owner or Executive level (annually).


Additional APA/APR Designation Program Information

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