401kExchange, in partnership
with UCLA University and
the Anderson School of Management Executive Education,
are proud to present The Retirement University!

Differentiate Yourself in the Defined Contribution Industry:
The Retirement University is the first retirement planning certification program offered by a nationally recognized institution of higher learning.  Participating advisors and wholesalers can benefit by earning certification that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole.

Programs from Novice to Advanced:
Recognizing the various degrees of experience in company retirement plan management among financial advisors, participating advisors start at levels appropriate to their previous experience and knowledge.   There will be three levels of certification awarded, each taking one year to complete.

Classroom and Online Instruction:  
Students of The Retirement University will have the opportunity to attend on-campus training at select locations across the USA, including at the beautiful UCLA campus in Los Angeles, California.  On-campus training opportunities are combined with online curriculum, webinars, and the innovative use of social networking tools to complete a comprehensive training program. All stages of training are required to complete each level of certification.  On-campus training for each level of certification will require approximately three business days to complete. 

Wholesaler Training:
Providers can dramatically improve wholesaler credentials and value to their retirement advisor client base by certifying wholesalers through The Retirement University.  Certified wholesalers will be able to distinguish themselves in the market place as graduates of the program, and are presented with un-paralleled networking opportunities while participating as enrolled students.  

About the Faculty and Lecturers:
Learn from the best!  The Faculty and Lecturers of The Retirement University are comprised of nationally recognized defined contribution thought leaders, highly experienced advisors selected for their achievements in the defined contribution marketplace, and executives from leading industry providers. All The Retirement University Lecturers will have to complete the coursework necessary for certification.

About UCLA Anderson School of Management Executive Education:
UCLA’s Anderson School of Management has been a leader in executive education since 1954. The school offers more than 40 programs, including open enrollment programs that focus on leadership, general and functional management, and strategic vision, as well as custom programs designed in collaboration with leading organizations to meet their specific business objectives.

Pre-Register Now:
Classroom space is limited. Click here to pre-register now, tell us more about you, your past experience in retirement plan management and current business.  We will contact you to discuss your enrollment in this program.  Pre-registration does not obligate you to enroll or participate.