Qualifications of Adjunct Lecturers

The Retirement Advisor University (TRAU)

Educating Retirement Professionals with World Class Education

TRAU, The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning. Participating advisors and wholesalers can benefit by earning the Certified 401(k) Professional Designation, that has real meaning to plan sponsor clients, prospects, and the retirement industry as a whole.

The Retirement Advisor University is the product of a collaboration with UCLA Anderson Executive Education. Curriculum is a combination of onsite classes at the UCLA campus, virtual classroom courses, and online self study courses. By combining world class professors with retirement industry leaders, TRAU has created the most comprehensive retirement training program for financial advisors in America.

TPSU Program Room

Forming The Plan Sponsor University

Having all of the educational content and trained professionals, TRAU had the tools to educate an underserved and overworked segment of the retirement community - the plan fiduciary.  Another important part of the process is that adults learn from their peers.

So it was only natural to leverage what worked with TRAU, and take it to plan fiduciaries around the country to help them better manage their retirement plan and serve their plan participants, so that they would be ready to retire on time and with dignity.

Want to see a list of our current Certified 401(k) Professionals?

Click below to see a list of professionals who are currently Certified 401(k) Professionals in good standing with TRAU and the C(k)P® Standards Committee.

All C(k)P Holders have completed live training in collaboration with UCLA Anderson School of Management Executive Education, all online course requirements, and have passed the proctored C(k)P Designation Exam.  Each C(k)P is required to complete 12 hours of annual continuing education.

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