Retirement Planning Services IV
Retirement Planning IV is the fourth course in The Retirement Planning Services Curriculum.
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Registration and orientation take place on Sunday and class begins on Monday at 8:00 AM. The session closes on Saturday morning, following a comprehensive exam.
An investment of $2,860 includes registration, tuition, room, breakfasts and lunches.
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This curriculum prepares professionals for the Certified Retirement Services Professional (CRSP™) designation.
This course builds in complexity from its predecessor.
- Fiduciary Responsibility Overview
- Education verses Advice
- Documents and Reporting
- Regulatory Bodies and Regulations
- Asset Allocation
- Reporting to Government Agencies