Cannon Financial Institute

Retirement Planning Services IV

Retirement Planning IV is the fourth course in The Retirement Planning Services Curriculum.

Price: $2,860.00 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
  • 404(C)
  • Documents and Reporting
  • Loans
  • ESOPs
  • Regulatory Bodies and Regulations
  • Asset Allocation
  • Reporting to Government Agencies 

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