Certified Specialist in Retirement Planning® (CSRP)
There are tremendous planning opportunities for clients in both structuring retirement plans and taking distributions. CPAs and financial planners need to understand investment options, their tax aspects, and coordinated planning with other professionals. The future growth of the small and medium size firm is tied to providing expanded financial tax services. The Certified Specialist in Retirement Planning® (CSRP) program allows you to take advantage of this unique opportunity to develop your practice in an area that is valued by your clients - while earning a professional designation which will greatly enhance your career.
The Certified Specialist in Retirement Planning® (CSRP) program includes a curriculum of core and elective courses that will greatly enhance your knowledge. Candidates must complete all five core courses, as well as two electives, and pass a related exam for each.
The courses offered in the Certified Specialist in Retirement Planning® program vary in level of knowledge from basic to advanced
and consist of the following:
Click on a course title for more informationCore:
| Take an Exam
| Live Seminar Schedule
| Self-Study Order Info
| Seminar Sponsors
National Institute for Excellence in Professional Education (NIEPE)