Certification: Qualified 401(k) Consultant (QKC)
4245 N. Fairfax Drive, Suite 750, Arlington, VA 22203
The QKC program focuses on complex 401(k) topics, training seasoned staff to administer advanced plans. It covers the skills you'll need to amplify client satisfaction (including the plan sponsors and financial advisors you'll deal with), identify new revenue streams, enhance operational efficiency and serve confidently in a consultative capacity.
- More than two years of work experience required?
- Yes
- Oral or Written Exam Required?
- Yes
- Renewal Required?
- Every 2 Year(s)
- Renew through Continuing Educational Units(CEU)?
- Yes
- Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)?
- No
Advanced
The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher and has a work experience requirement of more than 2 years, or requires obtaining a ‘core’ level certification from the same organization.