Program Overview

The Settlement Planning curriculum is the product of collaboration between the RSP Board and the Personal Financial Planning Division at Texas Tech University. Although these classes do not carry degree credit, the rigor and quality of the coursework is intended to be at the master level and meant to challenge professionals with settlement planning experience. The program consists of two courses. Each course is offered on a continuous basis and may be completed at the pace of the student. Successful completion of these two courses will meet the education requirement of the RSP designation.

Financial Planning and Law for Settlement Planners

This course explores the theoretical and practical environmental framework of settlement planning. The most relevant parts of the legal and financial planning environment to settlement planning are discussed. Topics include: principles of financial planning, financial institutions, time value of money, trial procedure, property law, alternative dispute resolution, torts, wills & trusts, planning for incapacity, income and estate tax systems, investment principles, life insurance, annuities, and estate planning. Read More

Settlement Planning Seminar

This course explores the emerging profession of settlement planning. Settlement planning is personal financial planning for a recipient of a legal settlement. Topics include: forecasting needs, liquidity analysis, structured settlement annuities, rated-ages, controlling dissipation risk, taxation of settlement issues, planning for government entitlements, medical cost inflation, asset management issues, settlement preservation trusts, basics of litigation, estate planning, Monte Carlo analysis and qualified settlement funds. Read More

Prerequisite

Current employment as a settlement planner or closely associated field with settlement planning.

Fees

The cost of each course is $1,250. Payment is made during the registration process with Texas Tech University. Payment may be made by check, Visa, MasterCard, Discover or American Express. There is an additional cost to buy the required textbooks.

Cancellation/Refunds

Refunds, less a $50 processing fee, will be granted for refund requests received within a month of registration. Thereafter, only partial refunds will be granted.

To Register

Click here to register for the RSP courses through Texas Tech University.