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.


  • 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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