The National Institute for Excellence in Professional Education

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 information

  1. Surgent's Guide to Wall Street Investments & Their New Tax Implications (GWSI)
  2. New Critical Decisions in Selecting the Best Retirement Plan for Small Businesses in 2014 (SRPL)
  3. Everything You Need to Know About Retirement Plan Distributions (CRPD)
  4. Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (DRMM)
  5. What Every CPA Should Know About Life Insurance Products and Planning (CIPP)
Electives (choose two):
  1. What Every Professional Should Know About Elder Care Planning (CECP)
  2. Surgent's Guide to Designing and Administering the Roth 401(k), Traditional 401(k), SIMPLE, and Cafeteria Plans (RTSC)
  3. Complete Strategies for Maximizing Contributions, Rollovers, Distributions, and Estate Planning of IRAs, Roth IRAs, SIMPLEs, and SEPs (CIRA)
  4. Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (SSRB)

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National Institute for Excellence in Professional Education (NIEPE)
237 Lancaster Avenue
Devon, PA 19333
(610) 688-4574