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.
- 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
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