Personal Retirement Planning Specialist

Course Overview

This intensive course is 6 weeks of self study with 24.0 hours of  'web cast' recorded lectures. It will provide a fundamental working knowledge of the varied aspects of retirement plan modeling and auditing. It prepares students for future studies in more specialized topics within a financial discipline. Students will increase their awareness of the overall environment and function of investment analysis, portfolio modeling, and Monte Carlo simulations as well understanding the impact of setting proper forecasts. This course also covers business ethics.

At the end of the program, to successfully pass, you will need to demonstrate proficiency by preparing a real case study. Successful completion of this course, the exam, and your agreement to adhere to our Code of Ethics allows you to use to designation of "Personal Retirement Planning Specialist" and its logo.

View Course Brochure (PDF)

Prerequisites

Investment Advisor Licensing or equivalent; Experience with portfolio analysis software and a basic knowledge of asset classes used in portfolio construction will be helpful.

Course Details

Five textbooks must be purchased separately. A list is included in the Course Syllabus, above and their cost is estimated at $150. The $899* course fee includes:

• Course Workbook (PDF)

• 24 hours of live web cast sessions
• Final Exam
• Certificate of Designation upon completion, suitable for framing
• Logo artwork for your use on stationery, business cards, or web site

*Group discounts are available - please ask.