“The goal of the C(k)P is to give employers a simple and straight forward way to be sure they are choosing a qualified financial advisor.” said Fred Barstein, Founder & Executive Director of The Retirement Advisor University.
The Retirement Advisor University grants the C(k)P, a new designation that distinguishes financial professionals who have demonstrated the knowledge and ability to positively affect the retirement outcome for participants in company retirement plans. "As retirement challenges grow in the U.S., the need for leadership, strategy, and execution becomes increasingly more important, together with UCLA Anderson’s unparalleled faculty, The Retirement Advisor University can fulfill that need with energy, focus, and an innovative learning solution" said Kelly Bean, Assistant Dean of UCLA Anderson Executive Education.
One of the foundations of The Retirement Advisor University is that learning is more than simply knowing and understanding information. Learning must include the ability to act on new information in a timely fashion. Each stage of training moves the learner to higher levels of comprehension where the learner is able to apply concepts and frameworks in their day-to-day activities. As such, the C(k)P is one of the most time intensive designations for financial professionals. To attain the C(k)P takes approximately 12-24 months and includes on-campus sessions at UCLA Anderson Executive Education, online courses, mentoring, completion of numerous tests, extensive exams and submission of a case study demonstrating the application of knowledge learned. The three levels of training include four areas of study: Technical Competence, Optimizing Plan Outcomes, Management & Business, and Sales & Marketing. Equally as important, to carry a C(k) P designation, advisors must have 10 Defined Contribution Plans, $30 million in plan assets and 3 years experience.
TRAU - The Retirement Advisor University TRAU®, The Retirement Advisor University in collaboration with 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.
UCLA Anderson Executive Education has been a leader in executive education since 1954. The school offers more than 40 programs, including open enrollment programs that focus on leadership, general and functional management, and strategic vision, as well as custom programs designed in collaboration with leading organizations to meet their specific business objectives. To learn more about UCLA Anderson Executive Education, please visit http://www.anderson.ucla.edu/
Daniel Romero, a Certified Financial Planner™, has been in the financial services industry since 1996 and is a member of the Society of Financial Service Professionals. Melissa Levin a Certified Financial Planner™, holds Series 6, 7, 24, 63 and 65 securities registrations through LPL Financial and is a licensed life, health, disability, variable annuity and long-term care insurance agent, as is Greg Levin. Greg is also a specialist in group health insurance. All three partners are registered representatives of LPL Financial, America’s number one independent brokerage firm**. For more information on Dan Romero, Melissa Levin, Greg Levin and Romero & Levin Wealth Management, visit www.romerowm.com or call (714) 547-8787.
**Based on total revenues, as reported in Financial Planning Magazine, June 1996-2012
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