Cannon Financial Institute

Retirement Planning Services III

Retirement Planning III is the third 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

  • ERISA Fiduciary Rules
  • Consequences of Breach
  • OCC Examinator Procedures
  • Choosing Funds and Investment Design
  • Alternative Plan Designs
  • Permitted Disparity
  • Non-Qualified Plans
  • Investments
  • Mutual Funds
  • Commingled Trust Funds

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