Cannon Financial Institute

Retirement Planning Services II

Retirement Planning II is the second course in The Retirement Planning Services Curriculum.

Price: $2,935.00 registration, tuition, room and meals

Exam Type: info

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This curriculum prepares professionals for the Certified Retirement Services Professional (CRSP™) designation. This course builds in complexity from its predecessor.

Topics

  • IRAs
  • General Retirement Plan Qualification Rules
  • Defined Benefits
  • 401k Plans
  • ADP/ACP Testing
  • Allocation Workshop
  • Investment Management

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