Cannon Financial Institute

Retirement Planning Services II

This course continues 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. Those seeking the CRSP™ designation are encouraged to continue through Retirement Planning Services III and Retirement Planning Services IV.

This course concludes with a comprehensive exam. 


  • IRAs
  • General Retirement Plan Qualification Rules
  • Defined Benefits
  • 401(k) Plans
  • ADP/ACP Testing
  • Allocation Workshop
  • Investment Management

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