Matrix Financial Solutions, a Broadridge company, is excited about its new educational webinar series that will enable advisors to prepare for their PFC-1 exam – the first part of the QPFC (Qualified Plan Financial Consultant) ASPPA designation. The program has been developed to provide updates on current industry trends, and guidance on how to leverage pending regulations. In addition, it outlines, for advisors, how to run a successful retirement plan practice.
This series of live and on-demand webinars will follow a curriculum created in conjunction with industry-leading association ASPPA. The program provides advisors the opportunity to prepare for the PFC-1 exam, as well as the opportunity to continue the process and study for the PFC-2 (and QPFC designation) at Matrix’s annual conference in August, 2014.
(click to access recorded webinars)
|Presentation||Sample Exam Answers|
|January 22||Overview of Qualified, Non-Qualified, and Non-ERISA Plans||Download||Download|
|February 19||Plan Design 1: Overview of DC and DB Plans||Download||Download|
|March 19||Plan Design 2: 401(k) and Hybrid Plans||Download||Download|
|April 2||401(k) Nondiscrimination & Testing||Download||Download|
|April 29||Distribution Planning||Download||Download|
|May 21||Dealing with Changes: Plan Termination, M&As and New Legislation||Download||Download|
|June 18||PFC-1 Certification Exam||Download|