Pension Educator Series
The Pension Educator Series® provides a curriculum focused on qualified retirement plans, including a track for general concepts for new plan recordkeepers, service personnel, or sales representatives, and a more advanced track designed for experienced associates moving into an administrative or consulting role. In addition to general concepts of qualified retirement plans, the courses incorporate the latest legislative developments affecting the pension industry.
Courses are designed to meet the requirements of The American Society of Pension Professionals & Actuaries (ASPPA) continuing education programs.
Tracks include:
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Pension Elements® - introductory seven (7) course series presenting general concepts
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Pension Educator® - advanced fourteen (14) course series designed for experienced associates
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Pension Industry - latest developments from recent legislation