Cannon Financial Institute

Retirement Planning Services IV

This course concludes a four-part series addressing the skills needed to administer retirement plans and employee benefits.

This curriculum addresses the responsibilities involved with fiduciary administration and client services of retirement plans and employee benefits. Courses are designed to build in complexity and content from one to the next.

We recommend those new to the industry begin with Retirement Planning Services I - Fundamentals. Students should have successfully completed Retirement Planning Services II and Retirement Planning Services III before registering for Retirement Planning Services IV.  Those seeking the CRSP™ designation may have additional exam application requirements.

This course concludes with a comprehensive exam.


  • Fiduciary Responsibility Overview
  • 404(C)
  • Documents and Reporting
  • Loans, ESOPs
  • Regulatory Bodies and Regulations
  • Asset Allocation

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