Retirement Planning Services I - Fundamentals
This course provides an introduction to professionals new to the Retirement Planning Services field.
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About Cannon's Online Experience
Cannon offers three ways to experience our programs online. This course is offered through our LiveOnline™ platform. LiveOnline™ is a traditional instructor lead course presented using online technology. Participants log-in to a Cannon website (virtual campus) at a set time for a specific amount of time to engage in a lecture style format with Q&A. Materials are mailed to students ahead of class.
Pre-work begins March 1st. Classes will be held from 12:30 PM to 3:00 PM ET on the following dates:
Exams must be completed by May 10
Select a Session:
This curriculum addresses the responsibilities involved with fiduciary administration and client services of retirement plans and employee benefits. Courses are designed to build in complexity and content from one to the next.
Those seeking the CRSP™ designation are encouraged to continue through Retirement Planning Services II, Retirement Planning Services III, and Retirement Planning Services IV.
This course concludes with a comprehensive exam.
- General Rules for Qualification
- Defined Benefit and Cash Balance Plans
- Money Purchase Plans
- Cross-Tested/Age-Weighted Plans
- Profit Sharing Plans
- 401(k) Plans
- ESOP/Stock Bonus Plans
- IRA Plan Types
- Qualified Plans: Distributions and Loans