PDF download courses

Everybody has a preferred learning style. Knowing and understanding your learning style helps you learn more effectively. Do you:
  • Best remember something by picturing it in your head?
  • Prefer to read a newspaper than listen to the radio?
  • Prefer to see a picture of a map rather than read written directions?
  • Sometimes struggle to understand a lecture you hear, but then experience a full understanding when you read the chapter?
  • Spell well but forget names?
  • Have to outline a lecture before it sinks in?
If so, you’re probably a visual learner, and the retirement-specific pdf download resources below by industry-leading experts are designed just for you!
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401 (k) Plans PDF Download Course

401 (k) Plans PDF Download Course

3 hrs CRC® & CFP ® CE
This course provides a thorough overview of 401(k) plans and their features.
$50.00
Advice in Today's Plan World PDF Download Course

Advice in Today's Plan World PDF Download Course

4 hrs CRC® & CFP® CE
This course is designed to help plan sponsors make an informed decision about providing retirement planning and/or investment advice to retirement plan participants.
$65.00
Basic Principles of Communication PDF Download Course

Basic Principles of Communication PDF Download Course

3 hrs CRC® CE

Learn the fundamental concepts and techniques for effective communication and counseling.

$50.00
Budgeting PDF Download Course

Budgeting PDF Download Course

2 hrs CRC® & CFP® CE

Learn practical tips for assuring that the budgeting you do with clients is a useful process for better financial planning.

$35.00
Communicating Change PDF Download Course

Communicating Change PDF Download Course

*2 hours of CRC® CE*
Everyone who designs, delivers, or has ultimate responsibility for communications campaigns will benefit from this course.
$35.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow PDF Download

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow PDF Download

If you're in your early to mid career and want to build a solid financial foundation, this course is for you! You’ll calculate your net worth, set meaningful goals, learn how to reduce debt, create a spending plan (budget), and more.
$9.95
Defined Benefit Plans PDF Download Course

Defined Benefit Plans PDF Download Course

3 hrs CRC® & CFP® CE

This course provides an in-depth view of defined benefit plans.

$50.00
Designing Effective Communication PDF Download Course

Designing Effective Communication PDF Download Course

*2 hours of CRC® CE*

What are the tools you need to analyze the employee population for effective program design?

$35.00
Ethical Issues in the Retirement Arena PDF Download Course

Ethical Issues in the Retirement Arena PDF Download Course

*2 hours of CRC® CE*
This course covers a discussion of ethical behavior, introduces the InFRE Code of Ethics, and presents some case studies for discussion.
$35.00
Ethics for the Retirement Professional PDF Download Course

Ethics for the Retirement Professional PDF Download Course

*2 hours of CRC® CE*
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.
$35.00
Government Plans PDF Download Course

Government Plans PDF Download Course

4 hrs CRC® & CFP® CE

This course presents the design features of the retirement plans available to the government employer.

$65.00
Individual Retirement Accounts PDF Download Course

Individual Retirement Accounts PDF Download Course

2 hrs of CRC® & CFP® CE

This course presents the fundamentals of Individual Retirement Accounts.

$35.00
Managing Debt PDF Download Course

Managing Debt PDF Download Course

2 hrs CRC® & CFP® CE

This course presents the advantages and disadvantages of different types of credit.

$35.00
Modes of Education PDF Download Course

Modes of Education PDF Download Course

3 hrs CRC® & CFP® CE
This course takes a close look at the different media that can be used for participant education.
$50.00
Outsourcing Retirement Plan Services PDF Download Course

Outsourcing Retirement Plan Services PDF Download Course

*3 hours of CRC® CE*
This course presents a practical 19-step guide that systematically takes the reader through the entire outsourcing process, including RFP development.
$50.00
Retirement Plan Design PDF Download Course

Retirement Plan Design PDF Download Course

4 hrs CRC® & CFP® CE
This course is an overview/survey course covering defined benefit and defined contribution plans.
$65.00
The Investment Policy Statement PDF Download Course

The Investment Policy Statement PDF Download Course

2 hrs CRC® & CFP® CE
This course presents practical guidelines for fiduciaries and administrators when developing an investment policy statement.
$35.00
The Retirement Professional's Introduction to Managing Retirement Income Ebook

The Retirement Professional's Introduction to Managing Retirement Income Ebook

How is planning for retirement income different than it was in the past? What do pre-retirees need to be aware of before they retire from their job, take Social Security or their pension? Learn of the key challenges facing retirees today.
$79.00
Understanding Qualified Plan Rules PDF Download Course

Understanding Qualified Plan Rules PDF Download Course

4 hrs CRC® & CFP® CE

This course covers the special legal and regulatory environment of qualified plans.

$65.00
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