Dates Released for Upcoming 401(k) Specialized Training for Retirement Sales and Service Professionals -- Sept. 10-11 and Nov. 10-11 in Pittsburgh
Pittsburgh, PA (PRWEB) June 25, 2008 -- The 401k Service Training Program? for retirement plan professionals will be held Sept. 10-11 and Nov. 10-11 at Robert Morris University in Pittsburgh. The 2-day classroom program follows a curriculum based on ERISA guidance and industry best-practices and culminates in the Professional Plan Consultant? (PPC?) designation.
The 401k Service Training Program provides accredited training, professional certification, and business-building tools for retirement sales and service professionals, including consultants, investment advisors, benefits administrators, and wholesalers. It features a turnkey service model and exclusive access to more than 200 licensed tools and templates to educate, advise, and guide plan sponsor clients through six key plan management responsibilities as defined by ERISA.
"The program teaches professionals how to eliminate shortfalls in their existing service model, implement a process to simplify and streamline the management of their business, and use that process to increase retirement assets," explained Don Settina, President and CEO of Financial Service Standards, LLC. "Our program is very practical - not only do we provide the necessary education, but we also provide a proven process for retirement professionals to use in helping their 401(k) clients achieve their goals."
Course instructors for the 401k Service Training Program are Mr. Settina, PPC?, CFP®, AIFA® and Sharon Pivirotto, PPC?, AIF®. Both are financial industry veterans with more than 35 years of combined experience.
The 401k Service Training Program is offered through Financial Service Standards and accredited through Robert Morris University, both in Pittsburgh. Financial professionals with at least three years of financial industry experience are eligible to enroll.
The two-day, 16-hour program will be held from 8am-5pm both days at Robert Morris University, Sewall Center, Moon Campus, 6001 University Boulevard, Moon Township, PA 15108, www.rmu.edu. The program cost is $1,850 and includes the 401k training, books and materials, meals, and hotel accommodations.
In addition, 12.5 continuing education credit hours are available to CFP designees, and 12 CPE credit hours in the area of advisory services are available to accounting professionals. Please visit http://www.401kservicetraining.com/about.htm for more information.
To enroll, visit http://www.401kservicetraining.com/pittsburgh.htm or call Barbara Thuel at 412-977-9304.
About the 401k Service Training Program?:
The 401k Service Training Program is offered through Financial Service Standards, LLC and accredited through Robert Morris University, both in Pittsburgh.
Financial Service Standards, LLC was founded in 2005 by investment professionals Donald Settina, PPC?, CFP®, AIFA® and Sharon Pivirotto, PPC?, AIF®. The company is devoted to identifying and raising the service standards of financial professionals. To date, more than 200 retirement professionals have been trained through the program.
Robert Morris University, founded in 1921, is a private, four-year institution offering more than 30 undergraduate degree programs and 18 master's and doctoral programs. The main campus is just west of Pittsburgh, renowned for education, health care, and finance.
For more information, contact Barbara Thuel at 412-977-9304. You may also visit www.401kservicetraining.com or www.financialservicestandards.com.
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