Cannon Financial Institute

Retirement Planning Services II

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

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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