Strategic Partnership Offers Adviser Education

Retirement plan industry training from a partnership of firms and industry organizations is intended to help advisers maintain and grow their retirement plan practice. 

Matrix Financial Solutions teamed with the American Society of Pension Professionals and Actuaries (ASPPA), SCS Consulting Inc. (SCS) and the National Association of Plan Advisors (NAPA) to offer training opportunities. The group is building on previous joint training initiatives to offer regular webinars, in-person training and original content distribution. 

The program will feature more than 10 webinars, beginning May 21 with “The Basics of 403(b) Plans: Is It Really a One-Trillion Dollar Market?” Webinars include industry thought leaders, Washington insiders and/or certified instructors. Most webinars will qualify for ASPPA, NIPA, CFP, CRPS and CRPCcontinuing education credits. 

In August, Matrix Financial Solutions will hold its annual Matrix U conference in Keystone, Colorado, that will offer live sessions for financial advisers, and access to boot camp training that will follow the curriculum of ASPPA’s Plan Financial Consultant (PFC-1) adviser certificate program. Beginning in 2014, the Matrix Uconference will feature the PFC-2 adviser certificate program. Participating advisers will be eligible to take exams onsite during the program.

According to John Moody, president of Matrix Financial Solutions, the firm’s goal is to continually create value-added services for partners who are third-party administrators, financial advisers and broker/dealers. “Partnering with best-in-class education providers adds great value and credibility to our Matrix U program,” Moody said. The partnership allows them to offer multiple programs, tools and resources. Partners can choose the option that is best suited to their needs to build successful retirement plan practices.

“The Basics of 403(b) Plans: Is It Really a One-Trillion Dollar Market?” will be held 1pm to 2pm, Tuesday, May 21. Registration information is here.