Industry-Wide Designations and Internal Certifications

The Retirement Learning Center supports industry-wide designations through our relationships with the UCLA Anderson School of Management Executive Education, the Retirement Income Industry Association (RIIA) and PLANSPONSOR. We also offer internal certification programs to firms seeking to nurture excellence within their organizations.

Certified 401(k) Professional - C(k)P ™ Certification

TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole. TRAU™ candidates have the opportunity to earn the C(k)P™ –  a certification that recognizes both the completion of the rigorous TRAU™ educational program, and practical retirement plan management experience. 

To learn more about TRAU, follow the link below.

RIIA-Endorsed Designation for Retirement Income Professionals

Baby Boomers are redefining the way financial advisors do business in the retirement services marketplace. As an ever-growing number of retiring investors shift from their wealth-accumulation years to their wealth-harvesting years, their financial planning needs are changing dramatically.

The Retirement Income Industry Association (RIIA) is in the process of creating an advanced retirement income planning educational program designed to convey the specialized knowledge financial advisors must acquire if they are to succeed in the coming retirement income distribution era. Presently, few financial advisors have the knowledge, insights, and tools necessary to properly place retirement assets into distribution mode. RIIA and the Retirement Learning Center are out to change that.

To learn more about RIIA, follow the link below.

About RIIA

PLANSPONSOR Retirement Professional Industry Designation

The Retirement Learning Center supports the PLANSPONSOR Retirement Professional (PRP) industry designation through PLANSPONSOR Institute, the education arm of PLANSPONSOR. The PRP has become the industry benchmark for measuring retirement sales and service expertise. By earning the PRP designation, retirement professionals not only demonstrate their commitment to the industry, but enjoy the benefits of an exclusive, ongoing support network through PLANSPONSOR.

To earn and maintain the PRP designation, a candidate must complete the initial coursework and pass a final examination. Ongoing, the PRP must submit continuing education credits annually. In addition, the candidate must demonstrate an acceptable level of professional experience and business character.

Contact Information
For more information, please visit the following web sites.


Educational Seminars and Workshops

Industry-Wide Designations and Internal Certifications

Outsourced ERISA Consulting

Investment Strategy Solutions

Business-Building Collateral Material


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