In addition to offering the Online Certified Financial Planner (CFP®) Program, we also offer a program whereby you can become a Certified Personal Retirement Specialist™.
What can a Certified Personal Retirement Specialist™ designation do for you?
Compete in the $25 Trillion U.S. Retirement Market
300,000 people reach retirement age every month.
U.S. households own $25 trillion in retirement assets.
Advisors with strong credentials have a competitive edge.
Convert Prospects to Clients
3 of every 4 Americans lack strong confidence in their retirement plan.
The CPRS™ program helps you convert prospects to clients by revealing strategies to increase income and confidence in their retirement.
8 of every 10 financial advisors lack strong confidence in vital retirement planning skills, such as advising on Social Security strategies.
Retain Existing Clients Longer
Advisors with confidence and competence in today’s cutting edge strategies are best positioned to retain discriminating clients as they transition to retirement.
Leapfrog Closer to CFP® Certification
Receive 100% credit for your CPRS™ tuition toward our complete CFP® Certification Education Program.
Complete up to 1/3 of the core CFP® Certification Education Program courses through automatic exemptions and no-fee test out options.
Mike Jenkins, Senior Associate Director – Executive Programs, Terry College of Business, discusses the CPRS™ Designation.
Download Key Information
PDF includes Frequently-Asked Questions, Renewal & CE Requirements, etc.
The CPRS™ Program is offered by The Terry College of Business through the University of Georgia.
This program is an accelerated online program, allowing you to complete at your own pace.
Learn leading-edge retirement planning techniques to better serve your clients.
Increase your income by learning best practices on how to discuss retirement topics with clients.
How is the Certified Personal Retirement Specialist™ Program unique?
Through a partnership between the Terry College of Business at the University of Georgia and Greene Consulting, which has delivered consulting and training solutions to the financial services industry for over 30 years, this certification offers a unique blend of both technical knowledge and client application:
Acquire the requisite knowledge to become a 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” videos.
What does the CPRS™ program cover?
While fully addressing the retirement subjects covered by CFP® certification education programs, the CPRSTM 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.
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 should apply?
|♦ Career Changers
|♦ Investment Professionals
|♦ Support Personnel
|♦ Financial Advisors
|♦ Private Bankers
|♦ Trust Officers
|♦ Insurance Professionals
|♦ Retirement Specialists
|♦ Wealth Managers
Already achieved your CFP® or CPA/PFS designation? Completed a CFP® Certification Education Program?
Learn about our fast-track program for adding the Certified Personal Retirement Specialist™ designation to your business card now.
(non-CFP® and non-CPA/PFS Certificant Package)
- Limited to persons who are NOT CFP/PFS Certificants or have not completed the Retirement Course in a CFP® Certification Education Program within 5 years.
(CFP® and CPA/PFS Certificant Package)
- Limited to CFP® and CPA/PFS Certificants or persons who have completed the Retirement Course in a CFP® Certification Education Program within 5 years.
Did you know? The University of Georgia also offers an in-class CPRS™ Certification Course in Atlanta.