Live training courses

We lead the industry in educating retirement professionals with timely, relevant, and application-oriented training that meets CRC®, CFP®, and insurance continuing education requirements.


When well-designed, live courses provide the best of all worlds for the three types of adult learners - visual, auditory and tactile. Our training courses include individual practical application, and small and large group interactive exercises that deepen understanding and improve the transfer of learning to the workplace.


Delivered by our team of highly-rated retirement instructors, we guarantee you'll increase the knowledge, skill and competency of all levels of your team, including:
  • retirement counselors or advisors
  • licensed bankers or other sales assistants
  • call center, or other home office staff.

Call 847-686-0440 ext. 103 today to learn more about how in less than six months we can help you increase your retirement-related business and improve the ability of your entire organization to meet the planning and income management needs of today's pre-retirees and retirees!
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CRC® Live Review Course

CRC® Live Review Course

New! This 2.5 day live review course culminates with a proctored exam on the afternoon of the third day. Perfect for groups of 10 or more professionals preparing for the CRC® exam.
$10,000.00
Effective Financial Presentation Skills Train the Trainer

Effective Financial Presentation Skills Train the Trainer

Presenters are challenged today to make their points clearly, concisely and effectively with a confident and interactive delivery style. A 2-day, hands-on, practical course for up to 12 people. Includes workbook and practice presentation videotaping.
$10,000.00
Introduction to Managing Retirement Income Live Workshop

Introduction to Managing Retirement Income Live Workshop

Perfect for regional sales meetings, this 1 hour overview shows advisors and staff how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.
$4,000.00
Public Employer "Train the Trainer" Two-day Interactive Workshop

Public Employer "Train the Trainer" Two-day Interactive Workshop

This one day skill-building course is for up to 10 people for any of our live employee workshop licenses.
$7,500.00
Retirement Income Fundamentals Training Course

Retirement Income Fundamentals Training Course

If a certification isn't what you need, and training is, check out the Certificate in Fundamentals of Retirement Incomes course. This one day training course is perfect for home office or support staff.
$7,500.00
Retirement Investments Fundamentals Training Course

Retirement Investments Fundamentals Training Course

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Investments course. This one day training course is perfect for home office or support staff.
$7,500.00
Retirement Plan Administrator Compliance and Ethics Live Training Course

Retirement Plan Administrator Compliance and Ethics Live Training Course

Retirement Plan Administrator Part 4 - Compliance and Ethics Live Training Course
$7,500.00
Retirement Plan Administrator Plan Design Live Training Course

Retirement Plan Administrator Plan Design Live Training Course

Retirement Plan Administrator Plan Design Live Training Course
$7,500.00
Retirement Plan Administrator Plan Operations Live Training Course

Retirement Plan Administrator Plan Operations Live Training Course

Retirement Plan Administrator Plan Operations Live Training Course
$7,500.00
Retirement Plan Design Fundamentals Training Course

Retirement Plan Design Fundamentals Training Course

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Plan Design course. This one day training course is perfect for home office or support staff.
$7,500.00
Retirement Planning Fundamentals Training Course

Retirement Planning Fundamentals Training Course

If a certification isn't what you need, but training is, check out the Certificate in Fundamentals of Retirement Planning course. This one day training course is perfect for home office or support staff.
$7,500.00
Strategies for Managing Retirement Income Live Workshop

Strategies for Managing Retirement Income Live Workshop

Do you have a group of professionals who would benefit their clients and grow their business by learning the key strategies for managing retirement income? Save by holding this 4 hour course for up to 50 people!
$6,000.00
The Retirement Counseling II Course (Texas A&M University-Commerce)

The Retirement Counseling II Course (Texas A&M University-Commerce)

Retirement Counseling II is the second in a series of courses offered by Texas A&M University-Commerce providing detailed instruction in retirement counseling and preparation for the CRC® exam.
$400.00
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