Certified Personal Retirement Specialist™ Certification Course

Location: TEEC
  • $1,195 including textbook
  • $695 (no textbook included or required) – for participants who have already completed the retirement curriculum of a Board Certified CFP Certification education program or already have their CFP® certification.
Register: contact Lisa Griffiths at lisagrif@uga.edu or 404-467-5129.

What does the CPRS™ program cover?

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 three key areas:

Sales Ideas & 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