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Chartered Retirement Planning Counselor

Chartered Retirement Plans
SpecialistSM or CRPS®

PFP578: Retirement Plan Studies

I found the CRPS® program to be an excellent, comprehensive course that covered the basics of retirement planning and helped me increase my knowledge of concepts such as Defined Benefit Plans and 457 Plans. At my suggestion, this course will be mandatory for all associates at my firm who aspire to become Retirement Specialists. - Anne F.

Program Summary:

As retirement plan options evolve and tax complexities increase, many companies seek professional plan administrators to design, install, and maintain their company retirement plans. Firms of all sizes recognize the unique skills needed to implement and oversee these internal retirement plans—skills within your reach with PFP578 and the Chartered Retirement Plans SpecialistSM designation.

The entirely graduate-level curriculum of PFP578 and the CRPS® mark will set you apart from other advisors with the knowledge to recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans. Plus, you’ll be able to effectively administer retirement plans for businesses and their employees.

Upon completion of the PFP578 curriculum and the final examination, you are then eligible to apply for the Chartered Retirement Plans Specialist®, or CRPS®, designation.

In addition to becoming an expert in your chosen field, earning the CRPS® designation has also been shown to increase your earnings and your number of clients. You can find this information and information pertaining to our other programs in our annual Survey of Trends in the Financial Planning Industry.

Course Topics:

  • Types & Characteristics of Retirement Plans
  • Individual Retirement Accounts (IRAs)
  • Defined Contribution Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • Nonprofit Organization & Government Plans
  • Qualified Plan & IRA Distributions
  • Plan Design, Installation, Administration & Amendments
  • Plan Establishment, Operation, Investment Objectives, Penalties & Termination
  • Fiduciary Issues, Prohibited Transactions, Claims & Examinations

This program is available exclusively via the College’s MyChoice Custom Education Platform. The College provides you with all of the tools available – use whatever you need.

MyChoice Custom Education Platform

Enrollment includes all of the following:

  • eReader study materials for use on all tablets.
  • Live online interactive instructor-led classes.
  • Unlimited access to pre-recorded classes.
  • Interactive multiple-choice study questions.
  • Direct contact information for Lead Professor and Course Instructor.
  • Access to final examinations.
  • Personal Enrollment Advisor assigned to each student.
  • Social media forums for interaction with other students.
  • The option to order printed study materials at any time.*

Currently employed in the financial services industry? We have discount agreements with over 150 financial companies!

Before enrolling online, contact us to see if you qualify for a discount at 1-800-237-9990.

Challenge Examinations: Completing this program makes you eligible to test out of one course in our CFP Certification Professional Education Program. Contact us for additional details.

Student Loans are available

Students typically complete their studies within 6-8 weeks. PFP578 and the CRPS® curriculum are worth 3 graduate semester credit hours and up to 45 hours of continuing education credit with some organizations.

The curriculum is based on a client-centered, problem-solving method using case studies to give you a hands-on approach to the material. Also included are open-ended, multiple-choice, and case analysis related questions to help you prepare for the exam and equip you with knowledge to help your clients. The College's highly qualified, full-time faculty is available via telephone or e-mail to support you in your studies.




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