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

Live Training Courses for Public Sector Plans

Live Training Courses for Public Sector Plans
We provide public sector DB and DC retirement plans with timely, relevant, and application-oriented training to meet the demands of the new retirement environment.


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:
  • public sector retirement plan administrators and support staff
  • board members or trustees
  • retirement counselors or advisors
  • licensed bankers or other sales assistants
  • call center, or other home office staff.

Call 847-686-0440 ext. 102 or email us today to learn more about how 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® Exam Live Review Preparation Course

CRC® Exam Live Review Preparation Course

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 as a final review for the CRC® exam.
$12,000.00
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 Live Workshop

Introduction to Managing Retirement Income Live Workshop

This 1 hour overview shows retirement professionals how distribution planning differs from accumulation planning because of the challenges and risks of managing income over a period of uncertain length and expense.
$4,500.00
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® #3 Fundamentals of Retirement Plan Design

Live One-Day Training Course - CRC® #3 Fundamentals of Retirement Plan Design

If you need group professional development training or CRC® exam prep, consider this Certificate in Fundamentals of Retirement Plan Design 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 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
Public Retirement Plan Administration Course 2 - Fundamentals of Investing Live Training Course

Public Retirement Plan Administration Course 2 - Fundamentals of Investing Live Training Course

Fundamentals of Investing covers trustee-directed and participant-directed investments within retirement plans and explains portfolio management theories, investment policy statements, risk and return.
$7,500.00
Public Retirement Plan Administration Course 3 - Fundamentals of Plan Operations Live Training Course

Public Retirement Plan Administration Course 3 - Fundamentals of Plan Operations Live Training Course

This course details plan administration and the role of an administrator, of distributions and special events, and evaluating and monitoring retirement plans.
$7,500.00
Public Retirement Plan Administration Course 4 - Fundamentals of Compliance and Ethics Live Training Course

Public Retirement Plan Administration Course 4 - Fundamentals of Compliance and Ethics Live Training Course

The fourth course in the Retirement Plan Administrator series provides an overview of government regulations and ethics for plan administrators.
$7,500.00
Retirement Presentation Skills Training Workshop

Retirement Presentation Skills Training Workshop

Presenters are challenged today to make their points clearly, concisely and effectively with a confident and interactive delivery style. This two-day, hands-on, course for up to 12 people includes videotaped and critiqued practice presentations.
$10,000.00
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