Become a ChPEA℠

How to Qualify for the ChPEA℠ Designation

Follow five straightforward steps to qualify, earn, and maintain the Chartered Public Employee Advisor designation.
The Path to ChPEA℠

A Clear Path to Professional Recognition

Candidates must meet the prerequisites, complete the required curriculum, pass the final examination, agree to the Code of Ethics, and maintain the designation through continuing education.

01
Eligibility

Meet the Prerequisites

Candidates must satisfy at least two of the following requirements, and at least one must be an active license or registration.

REQUIREMENT 01

Active License or Registration

An active state insurance license, securities registration such as Series 6, 7, 63, 65, or 66, or a state investment-adviser-representative registration, in good standing.
REQUIREMENT 02

Education or Experience

A bachelor’s degree or higher in business, finance, economics, or a related field, or at least two years of relevant industry experience.
REQUIREMENT 03

Professional Credential

A recognized professional credential such as CFP®, ChFC®, CLU®, CPA, or JD.
Important: You need at least two of the three requirements above, with at least one being an active license or registration.
02
Education

Complete the Curriculum

Complete the online, self-paced ChPEA℠ curriculum designed to build a professional command of public-employee retirement rules and planning considerations.

10

Modules

41

Lessons

100%

Online & Self-Paced
  • Written lessons
  • Audio narration
  • Graded knowledge check at the end of each module
03
Examination

Pass the Final Examination

Complete the online final examination and demonstrate your knowledge of the curriculum.

100

Questions

80%

Passing Score
04
Ethics & Registry

Agree to the Code of Ethics

After successfully completing the examination, candidates must agree to the ChPEA℠ Code of Ethics and complete enrollment in the public registry.

Code of Ethics

Commit to the professional standards and ethical responsibilities associated with the designation.

Public Registry

Complete enrollment so your ChPEA℠ status can be publicly verified.
05
Maintain

Maintain the Designation

ChPEA℠ designees must continue to meet the program’s professional and education requirements each year.
  • 12 continuing-education credits per year
  • Mandatory annual Federal Rules Update
  • Maintain the underlying license in good standing

CE Status: If required continuing education is not completed, the credential moves to Inactive (CE lapsed) status until the requirements are cured.

Ready to Become a ChPEA℠?

Take the next step toward demonstrating your professional knowledge of public-employee retirement benefits.
Apply Now