Press Release
FOR IMMEDIATE RELEASE
HEADLINE: Prominent Advisor In The Retirement Plan Industry Earns The C(k)P®: Certified 401(k) Professional
SUBHEADER: David Schlossbergis among the first of 75 financial professionals in the country to be awarded the Certified 401(k) Professional Designation from The Retirement Advisor University In Collaboration with UCLA Anderson School of Management Executive Education
Los Angeles, CA. – August 26, 2013 - TRAU®-The Retirement Advisor University™ in collaboration withUCLA Anderson School of Management Executive Education has awarded the Certified 401(k) Professional®designation to David Schlossberg from East Dundee, 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.
TRAU - The Retirement Advisor UniversityTRAU®, The Retirement Advisor University 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.
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, please visit
BenAssured, Ltd. (A Joint Venture of Assured Concepts Group, Ltd. and Benico, Ltd.)
Investment securities & advice offered through fsic, member FINRA/SIPC. - 701 Fifth Ave - Ste. 6870 - Seattle, WA 98104 - 206-386-5475.