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The Retirement Advisor University: TRAU at UCLA/Anderson School of Management May 2013


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TRAU™, The Retirement Advisor University at the Anderson School of Management Executive Education is the first retirement planning certification program associated with a nationally recognized institution of higher learning.

The Retirement Advisor University is the product of a collaboration with the Anderson Executive Education. Curriculum is a combination of onsite classes at the campus, virtual classroom courses E-Learning and self study. By combining world class professors with retirement industry leaders TRAU has created the most comprehensive retirement training program for financial advisors in America.

Individuals attending TRAU™, are instructed by both World Class Anderson faculty members, and some of the most accomplished financial advisors in the retirement plan industry. This approach combines the academic excellence and the practical applicability needed to produce a highly skilled and knowledgeable retirement plan advisor.

This workbook is designed to help attendees prepare, travel and attend TRAU in Los Angeles, CA on 5/1-3/2013.