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Certified 401(k) Professional (C(k)P)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education
Qualification and Training Requirements
Prerequisites

Candidate must have:

  • 3 years of industry experience,
  • 10 plans under management, and
  • $30 million in assets under management.
Designation Training Requirements

Three online or in-person courses
Designation Exam Type

Final, closed-book, proctored designation exam
Continuing Education Requirements

12 hours annually
Verification and Complaints
Online Designation Resource

Online at C(k)P Registry
Investor Complaint Process

Online at Complaint Procedures
Published List of Disciplined Designees

None