The goal of the C(k)P® is to give employers a simple and straight forward way to be sure they are choosing a qualified financial advisor.
Los Angeles, CA (PRWEB) December 20, 2012
TRAU® - The Retirement Advisor University™ in collaboration with UCLA Anderson School of Management Executive Education has awarded the Certified 401(k) Professional® designation to John Garven from Huntley, Illinois.
The Certified 401(k) Professional® designation is awarded by The Retirement Advisor University™ in collaboration with UCLA Anderson School of Management Executive Education to financial professionals who complete a rigorous curriculum of more than 50 courses, a proctored examination, write a case study detailing real examples of how they are utilizing knowledge from these courses, and attend an intensive multi-day classroom training at UCLA Anderson in Los Angeles.
“The goal of the C(k)P® is to give employers a simple and straight forward way to be sure they are choosing a qualified financial advisor.” said Fred Barstein, Founder & Executive Director of The Retirement Advisor University™.
The Retirement Advisor University™ 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 is able to apply concepts and frameworks in their day-to-day activities. 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.
About TRAU® - The Retirement Advisor University™: TRAU® in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole.
About UCLA Anderson Executive Education: 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, visit http://www.anderson.ucla.edu/x24218.xml
About John Garven: John Garven, the founder and president of Benico, Ltd., an employee benefit brokerage and consulting firm based in the Chicago area, holds the Chartered Healthcare Consultant™ (ChHC™), Chartered Life Underwriter® (CLU®), and Registered Health Underwriter® (RHU®) designations conferred by The American College, the nation’s leading educational institution serving the insurance and financial services industries. He also holds the Accredited Investment Fiduciary® (AIF®) designation awarded by The Center for Fiduciary Studies, and recently completed the requirements leading to being conferred the C(k)P™ (Certified 401(k) Professional) designation from The Retirement Advisor University (TRAU).
About BenAssured, Ltd.: Benico, Ltd., a leading employee benefits advisory firm in Huntley, Illinois, and Assured Concepts Group, Ltd., a private wealth management and investment advisory firm based in East Dundee, Illinois, have teamed up to form BenAssured, Ltd. BenAssured’s collaborative mission is to create successful retirement plan experiences for plan sponsors and their participants, and this is done through the firm’s fiduciary and retirement plan analysis and assessment, its unique approach to participant education, and the ongoing monitoring of plans’ investment options. For more information visit http://www.benassured.com.