Retirement Plans

CE Credit Opportunities

Take a look at Polycomp's Event Calendar for seminars offering CE credit.

Eligible Designations and Credentials

  • Financial Advisors (CFP)
  • Certified Public Accountants (CPA)
  • California Life Insurance Agents (LUTCF, CLUs, ChFC)
  • Retirement Plan Administration Professionals (QKA, QPC, CPC)

Take a look at Polycomp's Event Calendar for a list of upcoming seminars throughout California.

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Testimonial

"The presentation I attended had interesting illustrations and exciting 'war stories' that made mundane rules and regulations come alive! I left with the realization that we need to get back to the basics, in addition to keeping up with new changes. I highly recommend [Polycomp's 401(k) Boot Camp] to novice and advanced financial professionals alike."Stephen Tse, CFP, Vice PresidentMerrill Lynch