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TPMI


TRAU’s Practice Management Institute (TPMI)


What’s the biggest problem facing DC plan advisors? It’s not about improving plan outcomes. It’s all about improving their profitability which comes through better practice management - a big part of what advisors learn at The Retirement Advisor University (TRAU) a collaboration with UCLA Anderson School of Management Executive Education. During the TRAU experience, professors and peers discuss efficiency which leads to profitability.

While over 500 Defined Contribution focused professionals have earned TRAU’s C(k)P Designation (the Certified 401(k) Professional), there are many more advisors who concentrate on DC who would benefit from TRAU’s industry leading, online and in-person educational programs - but don’t have the time to travel to UCLA or complete the 35 hours of online courses.

TRAU’s Practice Manage Institute (TPMI)

Adults don’t always trust experts. Professionals normally learn more by working with peers. Professionals prefer to interact with their peers - but it’s difficult to get them to open up. We have learned during the TRAU on campus sessions at UCLA and at over 100 TPSU programs conducted on other college and university campuses, that adults will interact in a safe environment with high quality content (no sales or marketing), when properly guided.

To elevate the knowledge of plan advisors, TRAU has created the TRAU Practice Management Institute (TPMI) which includes:
  • Half-day Programs held at local colleges and universities led by qualified and trained provider wholesalers serving as TRAU Adjunct Lecturers.
  • Content reviewed and approved by TRAU
  • Access to 13 TRAU online courses.

Benefits for Financial Advisors

C(k)P Designation holders who attend TPMI half-day programs will receive 6 hours of CE credit which would satisfy their in-person annual requirement; others will receive a $1,000 TRAU scholarship and may apply hours spent at programs and online towards their C(k)P if they enroll within 24 months.

Take advantage of this opportunity and benefit, by learning from your peers in a guided, no-sales, interactive environment and learn how to create your “Ideal Practice.” See the attached sample agenda which leverages our experience at over 100 programs conducted by TPSU with plan sponsors which has received outstanding reviews from attendees.

For more information, contact: D.J. Koehne at 855-755-4015 ext. 103; DJ@TRAUniversity.com




TRAU Practice Management Institute - Sample Agenda

8:00-8:30

Breakfast

8:30-8:45

Introduction by TRAU to PMI

8:45-9:45

Session 1: Adjunct Lecturer Presentation

 

(Advisors introduce themselves)

9:45-10:30

Session 2: Keynote

10:30-10:45

Break

10:45-11:45

Session 3: Panel

11:45-1:00

Session 4: What's Working/Not in Your Practice

 

(Over Lunch - groups of 4-5 advisors)

1:00-1:30

Session 5: Create the Ideal Practice