Cannon Financial Institute

Retirement Planning Services IV

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

This curriculum prepares professionals for the Certified Retirement Services Professional (CRSP™) designation.

This course builds in complexity from its predecessor.

Topics

  • Fiduciary Responsibility Overview
  • Education verses Advice
  • 404(C)
  • Documents and Reporting
  • Loans
  • ESOPs
  • Regulatory Bodies and Regulations
  • Asset Allocation
  • Reporting to Government Agencies 

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat