Chartered Retirement Plans Specialist

College for Financial Planning
United States
Qualification
Professional and Vocational
Study mode
Part-time
Duration
9 weeks
Intakes
January August
Tuition fee (local)
Contact the university / college
Tuition fee (foreign)
Contact the university / college

Entry Requirements

  • Relevant working experience

Curriculum

  • Module 1: Types and Characteristics of Employer-Sponsored Retirement Plans
  • Module 2: Defined Benefit Plans
  • Module 3: Defined Contribution Plans
  • Module 4: 401(k) Plans
  • Module 5: SEP and SIMPLE Plans
  • Module 6: Nonprofit Organization and Government Plans
  • Module 7: Retirement Plan Distributions
  • Module 8: Plan Installation and Administration
  • Module 9: Plan Claims, Penalties, and Termination
  • Module 10: Fiduciary Responsibilities, Prohibited Transactions, and Investment Issues

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