CERTIFIED PERSONAL RETIREMENT SPECIALIST™
While fully addressing the retirement subjects covered by CFP® certification programs, the CPRS™ program goes even further by emphasizing practical applications and cutting-edge planning techniques in the three key areas of Sales Ideas & Solutions, Asset Protection, and Real World Strategies.
The CERTIFIED PERSONAL RETIREMENT SPECIALIST™ program equips financial advisors with specialized knowledge in retirement planning. This certification focuses on the unique needs and challenges individuals face when preparing for and living in retirement. Participants who complete the program gain expertise in crafting comprehensive retirement plans that help clients navigate the complexities of funding a secure and sustainable future.
Program Options
- Consists of 16 courses that can be completed in three to four months. Courses are offered in an ongoing basis.
- Offered in a blended format at University of Georgia’s Terry Executive Education Center, located in the heart of Atlanta’s business district.
This self-paced online certification offers a unique blend of both technical knowledge and client application. You will:
- Acquire the requisite knowledge to become a Certified Personal Retirement Specialist™.
- Learn “best practices” in our Key Practice Management Resources, with numerous examples for how to immediately grow your business.
- Sharpen your sales skills through our “Retirement Planning Conversation” video.
Program Costs
Courses and textbook
$650
Courses without textbook*
* Courses without textbook option is for participants who have already completed the retirement curriculum of a Board Certified CFP® Certification education program or already have their CFP®certification.
Program Overview
With more than 300,000 Americans reaching retirement age each month, obtaining a Certified Personal Retirement Specialist™ designation from the Terry College of Business gives you a competitive edge in your financial services by catering to an ever-growing U.S. retirement market.
Terry’s accredited CPRS™ program provides the knowledge you need to become a successful retirement planner through its self-paced course offerings (both online and in person as a blended course format), complete with text and visual-based instruction from industry-leading experts.
What You’ll Learn
Topics in the program include:
Sales Ideas and Solutions
This program offers practical sales ideas and solutions by providing actionable exercises and video based examples for how to have the retirement planning conversation.
Asset Protection
Understand strategies to legally protect precious retirement assets from judgment creditors in a hostile legal environment.
Real World Strategies
Learn to marry applicable knowledge from the program to common client issues you may face in real world encounters. A select few examples include:
- Leverage obscure Social Security alternatives to add 30% or more to income
- Master ways to add $10,000 or more to retirement income by reducing taxes, Medicare premiums, and after-tax health care costs
- Discover how to use non-traditional sources of income to bolster a retirement plan in distress
- Gain unlimited income tax deferral for retirement with spigot irrevocable trusts
Who Will Benefit
Anyone looking to further their financial planning career and develop confident skills to help potential clients plan their retirements.
Takeaways
- You will have added another level of expertise to your career and have the skills needed to offer more specialized financial planning services.
- Learn “best practices” in our Key Practice Management Resources, with numerous examples for how to immediately grow your business.
Want to Learn More?
We’re here to answer any questions you may have about the CERTIFIED PERSONAL RETIREMENT SPECIALIST™ program or other programs provided by the Terry College of Business Office of Executive Education.
- Associate Director of Learning Solutions, Executive Education