Retirement Planning Services III
Retirement Planning III is the third course in The Retirement Planning Services Curriculum.
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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 for this course includes registration, tuition, room and meals.
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This curriculum prepares professionals for the Certified Retirement Services Professional (CRSP™) designation. This course builds in complexity from its predecessor.
- ERISA Fiduciary Rules
- Consequences of Breach
- OCC Examinator Procedures
- Choosing Funds and Investment Design
- Alternative Plan Designs
- Permitted Disparity
- Non-Qualified Plans
- Mutual Funds
- Commingled Trust Funds