Summary:

Advisors must first have at least three years of retirement plan industry experience. They must then complete a sixteen hour “401(k) Advisor Coach Program” course, which teaches the advisor methods of evaluating and choosing the right company retirement plan for an investor. The candidate must also pass a final examination, sign a code of ethics, and take four hours of continued education per year.

Issuing Organization:

Financial Service Standards

Website:

www.financialservicestandards.com

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