Cannon Financial Institute

Retirement Planning Services I - Fundamentals

Retirement Planning I is an introductory course in The Retirement Planning Services Curriculum, designed for professionals looking to advance their careers in fiduciary administration, client services, and employee benefits.

Price: $2,935.00

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

Curriculum builds in complexity from one class to the next. This course is also offered exclusively through our virtual online campus known as LiveOnline. 


  • Overview
  • 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

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