Cannon Financial Institute

Retirement Planning Services III

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. Students should have completed Retirement Planning Services II before registering for Retirement Planning Services III. Those seeking the CRSP™ designation are encouraged to continue through Retirement Planning Services IV.

This course concludes with a comprehensive exam. 


  • ERISA Fiduciary Rules
  • Consequences of Breach
  • OCC Examinator Procedures
  • Choosing Funds and Investment Design
  • Alternative Plan Designs
  • Permitted Disparity
  • Non-Qualified Plans
  • Commingled Trust Funds

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

Want to Talk? Let’s Chat.

Press Launch Live Chat to chat online or give us a call at 706.353.3346.

Launch live chat