Financial Advisor Patrick Dodd of the financial services firm Edward Jones in Magnolia has received the Chartered Retirement Plans Specialist designation through the College for Financial Planning.
The CRPS training program provides specific education on retirement plans for businesses and their employees. Study topics include:
— Participant-directed retirement plans
— Retirement plan types for small-business owners
— Retirement plan implementation
— Working with participants
— Relevant regulatory issues for financial advisors