Retirement Planning Services II
Retirement Planning II is the second course in The Retirement Planning Services Curriculum.
View FAQ and more information.
Registration and orientation take place on Sunday afternoon. Class begins on Monday at 8:00am and ends Friday at 5:00pm. The exam will be given Saturday morning from 7:00am – 10:00am. Students can choose to take an online exam and depart Friday after class ends. Online course exams must be completed by the following Tuesday.
An investment of $2,935 includes registration, tuition, room and meals.
Select a Session:
This curriculum prepares professionals for the Certified Retirement Services Professional (CRSP™) designation. This course builds in complexity from its predecessor.
- General Retirement Plan Qualification Rules
- Defined Benefits
- 401k Plans
- ADP/ACP Testing
- Allocation Workshop
- Investment Management