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
on-line 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:
