Course Description: 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 the CRPS® designation.
Your 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.
What benefits does the CRPS® Program offer?
"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.
The College’s professional designation programs all feature open enrollment. You can enroll and begin whenever you like. While we offer periodic live classes, these are completely optional and are available to all students at no additional charge.
When you enroll you will receive immediate access to the College’s exclusive online student portal. Within this portal you will find copies of your written study materials, streaming video lectures, downloadable MP3’s, interactive quizzes, and even access to live classes when they are in session. You will also be able to contact your professor with questions or issues.
All of these things are included with your enrollment and we pride ourselves on not charging for additional 3rd party books, online functionality, access to professors, etc.
Students must successfully pass the course’s single final examination within one year of their enrollment date. Final exams can be administered at our approved testing centers: PSI, Prometric, or ISO Quality Testing. The first examination is included as part of your enrollment. Subsequent examination attempts are $100 each. Students must attempt the exam within six months of enrollment and have one year to complete the program.
A complete list of requirements, testing information, and the College’s complete list of Policies & Procedures can be found here.
There are additional requirements to obtain and maintain authorization to use this designation.
The next live course will be offered during these dates. Remember that you can enroll and begin at any time using pre-recorded course lectures.
Classes meet each Tuesday & Thursday
Tuesday, January 9, 2018
Thursday, March 1, 2018
Classes meet each Tuesday and Thursday
Tuesday, May 15, 2018
Thursday, July 5, 2018
Module 1: Introduction to ERISA and the Fiduciary Standard
Chapter 1: Fundamentals of ERISA
Chapter 2: The Fiduciary Standard and ERISA
Chapter 3: Advisers Working with Plan Participants
Module 2: Employer-Funded Defined Contribution Plans
Chapter 1: An Overview of Defined Contribution Plans
Chapter 2: Profit Sharing Plans
Chapter 3: Stock-Based Plans
Chapter 4: Cross-Tested Profit Sharing Plans
Chapter 5: Defined Contribution Plans Compared
Module 3: Participant-Directed Retirement Plans
Chapter 1: 401(k) Profit Sharing Plans
Chapter 2: 403(b) Plans
Chapter 3: 457(b) Plans
Module 4: Retirement Plan Solutions for Small Business Owners
Chapter 1: SIMPLE Plans
Chapter 2: The Simplified Employee Pension (SEP)
Chapter 3: SEP vs. SIMPLE Plan Selection for Business Owners
Chapter 4: Defined Benefit Plans for Small Business Owners
Module 5: Retirement Plan Selection, Design, and Implementation
Chapter 1: Selecting the Appropriate Employer-Sponsored Plan
Chapter 2: Designing ERISA-Compliant Plans
Chapter 3: Approaches to Implementing Qualified Plans
Chapter 4: Plan Amendments
Module 6: Administering ERISA-Compliant Plans
Chapter 1: The Role of a Plan Administrator
Chapter 2: Complying with IRC Qualification Requirements
Chapter 3: Avoiding Noncompliance Penalties
Chapter 4: Plan Termination
Module 7: Working with Plan Participants
Chapter 1: Designing Effective Participant Education Programs
Chapter 2: Administering Pre-Retirement Distributions
Chapter 3: Administering Post-Retirement Distributions
Chapter 4: Distributions Following the Participant’s Death
Chapter 5: Approaching Other Plan Participant Issues
It’s incredibly easy to enroll and begin your studies immediately! By clicking Enroll Now, you will be prompted to create a user account and enter payment information. Within just a few minutes of enrolling you will have full access to all of your course study tools.
Get started today!
The College for Financial Planning accepts Visa, Mastercard, Discover and American Express. If you would like to pay by check or money order contact an enrollment specialist for more information.
If you are currently employed in the financial services industry you may be eligible for a discount. The best way to learn more about any potential discounts or additional enrollment options is to contact our enrollment team at 1-800-237-9990 x 3 or at firstname.lastname@example.org.
The College has a wide variety of program scholarships available. Visit our Scholarships Page for more information.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.