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Weekend of June 21st Customers will be unable to purchase from the website. However testing will still be available.

Mon., May 26th: In observance of Memorial Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.

CHARTERED RETIREMENT PLANS SPECIALIST (SM) OR CRPS® PROFESSIONAL DESIGNATION PROGRAM
ENROLL NOW
MENTOR PROGRAMS
ELITE PACKAGE
COMPLETE PACKAGE
BASIC PLUS PACKAGE
GENERAL INFORMATION
PROGRAM MATERIALS
EXAMINATION
FREE ASSESSMENT
CONTINUING EDUCATION CREDIT
TOPICS
ENROLL NOW
Chartered Retirement Plans SpecialistSM
Professional Designation Program
Nonrefundable
Enrollment Fee
Tuition and Study Guides
Online Course
Financial Calculator
Multiple Choice Workbook
Mentor Classroom Instruction
Headset
Total Package Cost
 
Total Package Price Includes
Mentor Elite Package
$160
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$1,014
Mentor Complete Package
$160
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$939
Mentor Basic Package
$160
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$919
Elite Package
$160
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$864
Complete Package
$160
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$789
Basic Plus Package
$160
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$769

By clicking an Enroll button on this page, I understand that the College will use email as the primary method of communication with me concerning notification of information about policy changes, my status in the program, etc. I agree and consent to the College for Financial Planning sharing my email address with instructors and other students in my classes for educational purposes. I also understand that it is my responsibility to keep the College informed of changes to my email address, mailing address, and phone numbers.

Furthermore, I have read, understand, and agree to all the policies and procedures stated in the catalog, and on the Web site of the College for Financial Planning, Inc., including but not limited to those relating to admission requirements, fees, sales tax, refund policy, updating of study materials, the Privacy Policy, examinations and testing activity, length of enrollment, and completion requirements.

MENTOR PROGRAMS

Due to the increased popularity of our mentor programs, seating and schedule preferences are limited.
Please contact 800.237.9990 (option 3) to enroll.

ELITE PACKAGE
COMPLETE PACKAGE
BASIC PLUS PACKAGE
GENERAL INFORMATION
The CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community. Because of ever-increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, there is nearly unlimited professional growth opportunity for planners who specialize in meeting the changing needs of companies and small-business owners.

The College for Financial Planning awards the CRPS designation to students who complete the program, pass the final examination, and sign a code of ethics commitment and declaration form. Successful students receive a certificate, and are granted the right to use the designation on correspondence and business cards.

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PROGRAM MATERIALS
All materials are provided in print and online through your personalized “My Campus” page. The College’s materials support the Hewlett-Packard 10B and 10BII calculators, and all primary keystroke instructions refer to these calculators. Limited support is also provided for the HP-12C calculator. Several other financial-function calculators will perform the necessary calculations and may be used, as long as word-based formulas cannot be programmed into them. However, support for any calculators other than the HP-10B and the HP-10BII will not be provided.

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EXAMINATION
Students are eligible to take the final exam 24 hours after enrollment. The exam is a multiple-choice exam, offered electronically, permitting you to test at your convenience.

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FREE ASSESSMENT
Experience our testing environment first-hand while you test your knowledge. Now you can take a sample exam similar to those you will find in our program.
CONTINUING EDUCATION CREDIT
Completing the Chartered Retirement Plans Specialist Professional Education Program may fulfill the continuing education (CE) requirements of the Certified Financial Planner Board of Standards, Inc. The program may help meet the firm element of the securities industry’s (and therefore each company’s) CE requirements. Individual state Boards of accountancy establish the CPE requirements for each individual state. If you are a CPA who will be submitting CPE from taking the Colleges courses, you will need to make sure that the courses meet your respected state board requirements and report them to your state board. Please do not submit credits to NASBA. See details in the Continuing Education Table.

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TOPICS
  • Types & Characteristics of Retirement Plans
  • Individual Retirement Accounts (IRAs)
  • SEP, SIMPLE & SARSEP Plans
  • Defined Contribution Plans
  • 401(k) Plans
  • Defined Benefit Plans
  • Nonprofit Organization & Government Plans
  • Qualified Plan & IRA Distributions
  • Plan Design, Installation, Administration & Amendments
  • Plan Establishment, Operation, Investment Objectives, Penalties & Termination
  • Fiduciary Issues, Prohibited Transactions, Claims & Examinations

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“I found the CRPS program to be an excellent, comprehensive course that covered the basics of retirement planning while helping me increase my knowledge of concepts such as Defined Benefit Plans and 457 Plans. At my recommendation, this course will be mandatory for all associates at my firm who aspire to become Retirement Specialists.“

Anne Faught, CRPS®
TD Waterhouse Institutional Services

 
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Apollo Trademark Notification
Notice to Users
 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.