Cannon Financial Institute

Retirement Planning Services III

Retirement Planning III is the third 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

  • 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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