50+ CE Courses $39 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Licensable courses

Licensable courses
We know retirement education and training.


It began over 20 years ago when we made our livings delivering presentations for plan participants. Over the years people saw and liked what we did. They asked us to create education programs for them, and train their 401(k), 457, defined benefit plan educators.


Then we were asked to create programs and train whoesalers, financial advisors and other retirement professionals.


Then we were asked to license our materials so large retirement organizations, such as banks, financial services companies, or large state defined benefit plans, could make our retirement materials part of their training and new hire programs.


Course licenses include expert train the trainer programs to help your training personnel quickly making effective presentations, providing you the highest payoff per dollar invested.

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Employee Combination Package of  "Controlling Your Financial Future"  and "What You Need to Know About Managing Your Retirement Income"  Live Workshop Single User License

Employee Combination Package of "Controlling Your Financial Future" and "What You Need to Know About Managing Your Retirement Income" Live Workshop Single User License

Together, these courses cover the basic financial planning skills needed by employees in early, mid and late career stages, and help future retirees plan how to receive distributions from their qualified plans and IRAs.
$1,475.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Live Workshop License

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Live Workshop License

Designed for the employer market, you'll teach the basic financial management skills employees need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
$995.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop Annual License Renewal

Renew your Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" Workshop annual license!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Single User Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$995.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Annual License Renewal

Renew your Employee "What You Need to Know About Managing Your Retirement Income" Workshop annual license!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 20 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 20 are available. You save when you buy more than one!
$225.00
Fundamentals of Retirement Readiness and Counseling Live One-Day Training Course by IRRC

Fundamentals of Retirement Readiness and Counseling Live One-Day Training Course by IRRC

If you need group professional development training, consider this Certificate in Fundamentals of Retirement Readiness and Counseling course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Introduction to Managing Retirement Income Workshop License

Introduction to Managing Retirement Income Workshop License

Need to hit the ground running to train hundreds of advisors/support staff or new hires on an approach to managing retirement income? Includes one day train the trainer; requires annual renewal (~30%).
$10,000.00
Live One-Day Training Course - CRC® #1 Fundamentals of Retirement Planning

Live One-Day Training Course - CRC® #1 Fundamentals of Retirement Planning

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Planning course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Live One-Day Training Course - CRC® #2 Fundamentals of Retirement Investments

Live One-Day Training Course - CRC® #2 Fundamentals of Retirement Investments

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Investments course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Live One-Day Training Course - CRC® #4 Fundamentals of Retirement Income

Live One-Day Training Course - CRC® #4 Fundamentals of Retirement Income

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Income course. This one day, application-oriented training course is perfect for home office and support staff.
$7,500.00
Public Employer "Controlling Your Financial Future" Elearning Limited Use License

Public Employer "Controlling Your Financial Future" Elearning Limited Use License

Designed for early/mid-career public employees with DB & DC plans, you'll teach the basic financial management skills they need to productively and confidently reach financial and values-based goals, reduce debt and dig up dollars for retirement.
$15,000.00
Public Employer "Controlling Your Financial Future" Multi-presenter Live Workshop License

Public Employer "Controlling Your Financial Future" Multi-presenter Live Workshop License

Designed for early/mid-career public employees with DB & DC plans, you'll teach the basic financial management skills they need to productively and confidently reach financial and values-based goals, reduce debt and dig up dollars for retirement.
$15,000.00
Public Employer "What You Need to Know About Managing Your Retirement Income" Elearning Limited Use License

Public Employer "What You Need to Know About Managing Your Retirement Income" Elearning Limited Use License

Designed for the public sector employer market, you'll teach members what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$15,000.00
Public Employer "What You Need to Know About Managing Your Retirement Income" Multi-presenter Live Workshop License

Public Employer "What You Need to Know About Managing Your Retirement Income" Multi-presenter Live Workshop License

Most employer-sponsored plans are not intended to be an employee’s sole source of retirement income. This course helps employees make informed decisions about when to retire, and how to plan for and manage their retirement income and risks.
$15,000.00
Public Retirement Plan Administration Course 1 - Fundamentals of Plan Design Live Training Course

Public Retirement Plan Administration Course 1 - Fundamentals of Plan Design Live Training Course

This course covers the history and legislative overview of retirement plans and explains features and requirements of all types of defined benefit and defined contribution retirement plans.
$7,500.00
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