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Local Financial Advisor Attending TRAU - The Retirement Advisor University at UCLA Anderson School
DANIEL ROMERO, CFP®, AIF® First of 75 financial professionals to be eligible to earn the Certified 401(k) Professional (C(k)P™) designation in the country.
The Retirement Advisor University at UCLA Anderson Executive Education 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 can actually DO something with the information. 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 at UCLA Anderson Executive Education is the first company retirement plan management certification program offered in cooperation with a nationally recognized institution of higher learning. The Mission of The Retirement Advisor University at UCLA Anderson Executive Education is to empower financial professionals focused on the defined contribution and 401(k) industry, with the qualifications and skill sets necessary to deliver on the promise of a secure retirement for plan sponsors and participants. To learn more about TRAU visit www.TRAUniv.com
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/
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Romero & Levin Wealth Management, Inc.
Daniel Romero is a Registered Representative with and offer Securities & fee based asset management through LPL Financial a Registered Investment Advisor and Member FINRA/SIPC. Daniel's CA Insurance Lic #:0C54180
LPL Financial Tracking #674493
Page Updated Last on: May 09, 2011