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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.
Designed for: Public Sector Retirement Plans & Financial Services New Hire/Support Staff
Retail: $7,500.00

Why This Course?

“I need more background on retirement – not just the financial information. My clients are asking more questions about the non-financial components and I want to be ready to help them.”

Retirement counseling is based on a multi-dimensional model with the financial component a significant one, albeit not the only one. This program provides an overview of the evolution of retirement to its present state as well as how it may look in the future. Information is drawn from an inter-disciplinary model including economics, gerontology, and life planning.

Who Should Participate?

Financial professionals will benefit from the Retirement Readiness and Counseling as they acquire additional skills in creating and maintaining relationships with retirement planning clients.

Non-financial professionals will learn a basic model from which they can launch discussions to help their clients examine a broad variety of issues related to retirement.

All individuals will learn the various non-financial factors that contribute to retirement decision making as well as increase and hone their relationship skills as they address the special needs of the client planning retirement.

What Course Participants Will Learn
  • Understand the changing nature of retirement and the increasingly complex issues associated with planning for it
  • Identify their personal communication style and how to increase their repertoire of responses to meet the planning needs of a variety of clients
  • Increase familiarity with a model to discuss the non-financial concerns involved in retirement planning
Benefits to the Attendees
  • Develop/increase personal communication skills that will surface special needs of retirement planning clients
  • Gain a basic overview of the complexities of retirement planning and preparation across the lifespan
  • Gain practical knowledge of the future directions of retirement and client needs
Benefits to Your Organization
  • Provide specialized counseling that addresses the needs for those planning for retirement as well as the already-retired
  • Complement existing training in the area of communication skills by focusing on the needs of the retirement client
  • Distinguish the organization as responsive to the complexity and need for retirement planning across the lifecycle
  • Establish a team of trained professionals ready to address immediate needs of pre- and post-retirement clients
Instructional Formats

The course is available in a one-day interactive classroom delivery format. Includes course materials for up to 20 attendees; add $50 per person thereafter.
You will receive:

One-day live training/professional development course delivered by a one of our experienced Certified Retirement Counselor® and/or Certified Financial Planner® professional instructors.

Includes related InFRE textbook and course materials for up to 20 participants; additional $75 per person material charge for more than 20 attendees.

Each participant will receive a certificate of completion suitable for framing. Slides can also be licensed if ongoing education is needed for new hires or you have more than 150 people to train.

The course can also be delivered in four, two-hour WebEx formats or in asynchronous elearning format. However, it is likely learners will experience less retention and ability to apply content.
Prerequisites:  None
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
SKU: 02IRRCFundRetReadCounCLASS11

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