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Bill Keffer Earns Chartered Retirement Plans Specialist Designation

William H. Keffer, CFP®, CLUTM, ChFCTM, CDFATM, has fulfilled the requirements of the College for Financial Planning to become a Chartered Retirement Plans SpecialistSM(CRPS®).  The College's website offers the following desciption of this program and its requirements:
The CRPS Program is specifically targeted at professionals who design, install, and maintain retirement plans for the business community.Because of ever-increasing client demand for financial advisors who are knowledgeable in the administration of retirement plans for businesses and their employees, there is nearly unlimited professional growth opportunity for planners who specialize in meeting the changing needs of companies and small-business owners.

The College for Financial Planning®awards the CHARTERED RETIREMENT PLANS SPECIALISTSMAND CRPS®designation to students who:

  • successfully complete the program;
  • pass the final examination; and
  • comply with the Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct and Terms and Conditions. Applicants must also disclose of any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Conferment of the designation is contingent upon the College for Financial Planning’s review of matters either self-disclosed or which are discovered by the College that are required to be disclosed.

Students must sign and return the Code of Ethics forms within six months of passing the final exam. Failure to complete and submit the forms within this time frame may result in termination of the individual’s candidacy. If an individual wishes to apply for authorization to use the Marks in the future, he or she may be required to fulfill the initial designation requirements in place at the time of passing the exam.

Successful students receive a certificate and are granted the right to use the designation on correspondence and business cards for a two-year period.

Continued use of the CRPS®designation is subject to ongoing renewal requirements. Every two years individuals must renew their right to continue using the CRPS®designation by:

  • completing 16 hours of continuing education;
  • reaffirming to abide by the Standards of Professional Conduct, Terms and Conditions, and self disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct; and
  • paying a biennial renewal fee of $75.
The course curriculum included eleven units on the features of the different plans, the process for choosing an appropriate plan and the implementation and maintence of a successful program.  To learn more about the CRPS program, follow this link,  College for Financial Planning-CRPS.
Bill believes that the benefits of an employer being able to hire a consultant to help vet the various plan options, choose among competing bidders, and assist with the implementation process on an hourly, fee-only basis, are compelling.  He will be communicating this message to the business and professional community in and around Wheaton and Glen Ellyn over the next several months.

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