CSA Modules & Trainings

Service Models Breakdown – Part 1

Learning Objective: Understand what’s included in Solo 401(k), Pathfinder, Guidance, and Navigator service models and who they’re best suited for.

Video: CSA Service Models (1–4)

📌 Key Topics Covered:

  • Overview of Solo 401(k), Pathfinder, Guidance, and Navigator.

  • Key services provided in each lane.
  • Target client types for each model.
Knowledge Check

What’s the difference between Pathfinder and Guidance?

Which service model would fit a new solo practitioner?

Module 4
Module Progress: 50%