The 401k Coach Program provides comprehensive training, tools, and resources for financial advisors who specialize in or want to build a practice around 401(k) and other qualified retirement plans. Established to elevate the expertise of advisors, the program offers the prestigious C(k)P® (Certified 401(k) Professional) Designation in conjunction with UCLA Anderson School of Management Executive Education. It operates as part of the Retirement Plan Advisory Group (RPAG), which is a division of NFP, a major insurance broker and consultant. The program's mission is to equip advisors with the necessary skills in fiduciary responsibility, plan design, investment management, and practice management to better serve their clients.

Founded in

United States