Cash Balance Coach® Training On-Demand Event Recordings
Gain a Competitive Advantage with Cash Balance Plans (earn your certificate of completion).
Thank you for registering and your interest in our recent webinar on growing your practice with cash balance plans. If you could not attend or would like to experience the training again, you can now watch the replay on demand.
Session Recordings
Cash Balance Coach 101 Training: Learn the basics and understand the fundamentals of cash balance plans
Key features, case studies, combo plan dynamics, and identifying ideal candidates.
Cash Balance Coach 201 Training: Learn advanced and more complex cash balance plan principles and strategies
Investment principles for investing plan assets, matching ICR with strategy, and working with FuturePlan.
Earn Your Certificate of Completion*
Our program allows you to test your mastery of our cash balance training. This year, there are three options for obtaining a certificate of completion. You may take one of three online exams to test your knowledge of our course material: 101 Training, 201 Training, or both trainings.
Please click on one of the buttons below to begin your exam. Once you pass, you will receive an emailed certificate of completion within 30 days.
* Not university or FINRA-sanctioned
Request a cash balance illustration
Do you have clients looking to accelerate retirement savings and reduce their tax burden? Fill out this quick form to receive a cash balance overview and one of our dedicated FuturePlan cash balance experts will reach out to you.