Cannon Financial Institute

Retirement Planning Services I - Fundamentals

This course provides an introduction to professionals new to the Retirement Planning Services field.

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.

Those seeking the CRSP™ designation are encouraged to continue through Retirement Planning Services II, Retirement Planning Services III, and Retirement Planning Services IV.

This course concludes with a comprehensive exam.


  • General Rules for Qualification
  • Defined Benefit and Cash Balance Plans
  • Money Purchase Plans
  • Cross-Tested/Age-Weighted Plans
  • Profit Sharing Plans
  • 401(k) Plans
  • ESOP/Stock Bonus Plans
  • IRA Plan Types
  • Qualified Plans: Distributions and Loans

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