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.

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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