Earn the CPSP® Credential at No Cost

Elevate Your Expertise with the Plan Sponsor Council of America (PSCA) Certified Plan Sponsor Professional (CPSP®) Credential

Empower Your Career with the CPSP® Credential

You work hard to provide exceptional retirement plans for your employees. Now, gain the skills and knowledge to validate your expertise. With free enrollment available, earning the CPSP® Credential has never been easier.

✔ Enhance your knowledge of retirement plans

✔ Hone your skills in plan evaluation, design, implementation, and management

✔ Earn CE credits (up to 24 hours HRCI® and 24 hours SHRM®)

✔ Access live virtual sessions, self-paced modules, and interactive exams

Enrollment is free, but space is limited! Register before July 13 to start your CPSP® Credentialing Journey.

Program Overview

  • Over five weeks, explore a structured curriculum designed to provide actionable skills and insights:

    • Plan Types & Operations

    • Behavioral Finance & Fiduciary Duties

    • Investment Concepts & Vendor Management

    • Advanced Plan Operations & Compliance

    • Online module review: 2.5 hours/week

    • Live classroom sessions (Mondays at 2 PM ET): 1 hour/week

    • Total Weekly Commitment: 3.5 hours

  • Wrap up your learning with focused review sessions and a comprehensive exam. The credential exam window is open from August 11 to August 25.

Instructors

Industry professionals, including Michael Sayre from CUI Wealth Management, will be teaching the courses for this session. This structure gives participants the opportunity to gain insights from individuals who are actively engaged in the industry.

Michael Sayre is a partner at CUI Wealth Management and has years of experience in retirement plan consulting and wealth management. He offers invaluable knowledge in areas such as plan design, fiduciary responsibilities, and investment strategies.

Schedule

July 14

  • Plan Types & Considerations for Plan Design and Intro to Plan Operations

July 21

  • Behavioral Finance & Employee Engagement and Your Fiduciary Duties

July 28

  • Investment Concepts and Vendor Management

August 4

  • Advanced Concepts in Plan Operations and Testing and Compliance

August 11

  • Exam Prep & Cram

Exam Window

  • August 11 – 25