Retirement Counseling and Education
Increase your Retirement Counseling and Education expertise with these courses created and presented by leading retirement industry experts while you fulfill your CE requirements. Individual courses are $39 each.
As a retirement counselor, you are most effective if you know where your clients have come from and where they want to go in order to achieve their definition of retirement well-being. It is important for you to understand the relationship of retirement to economic, work and life-course issues, as well as basic communication, money personality and generational worldview perspectives so your meetings can be as productive as possible.
Investing in the resources available through the links below will not only help you substantially improve your face-to-face and phone meetings, but increase client confidence and trust in, and appreciation for you as their retirement counselor.
Our goal is to help you be the best retirement counselor you can be!
All of our courses were created by retirement industry leaders to help keep advisors, retirement administrators, call center professionals, and trustees up-to-date on trending retirement subjects.
Courses are initially delivered as monthly live webinars, when you have the opportunity to ask the expert questions on the material, and receive credit with no additional exam required for live webinar attendees, the best way to earn CE all year long.
Shortly after the live broadcast, all webinars then become available as elearning, audio (MP3 download) and handout courses, to make it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.
Courses are each worth 1-2 CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit. A printable certificate is available certifying that you successfully earned CE credit after you take elearning and/or audio courses and pass the online quiz.
Become a Member to have full access to 50+ CE credit courses,
including many of those below, in these retirement-specific
topics, presented by leading industry experts:
$99 - 90 Days Full Access or $199 - 365 Days Annual Premier.
Click on the icons below to view courses in other topics.
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)Each generation has its own words, concepts, motivations and emotions that appeal to them based on their life stage and collective life experiences. As individuals age, their ability to accurately, completely and quickly process information tends to decline. You need to adjust your presentation and conversations to help them understand better.
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)The challenge for retirement counselors with face-to-face client/plan participant meetings is that we have a limited time for communicating. For the retirement professional who meets with clients and plan participants face to face or over the phone. We can help you the improve the communication process and its outcomes with some proven tips and tools. Participants of this session will explore ingredients of successful communication while reviewing proven approaches for greater communication confidence and clarity.
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement. Whether people have sufficient assets and income for retirement is very dependent on when they decide to retire and how they expect to live during retirement. In addition, certain financial shocks will continue to occur in retirement much like they did during a person’s working lifetime.
(1.5 hrs CRC® CE; 1.0 hrs CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)Accumulating money during the working years is a critical component of retirement preparedness. Examine the relationship of motivation and alignment as they relate to financial security, as well as some approaches to framing the messages in the accumulation phase so that more participants will not only embrace the concept of saving, but turn that understanding into action.
(1.0 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior, which often stands in stark contrast to rational expected behavior. Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions. Jodi DiCenzo has performed extensive research to gain firsthand insight into employees’ retirement-related decisions and choice. She will present her findings as well as other research findings that go beyond automatic enrollment as the predominant solution for improving employee plan participation, deferral and investing behaviors.
(1.5 hrs CRC® CE; 1.0 hrs CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face. Join us for this eye-opening web course that looks beyond the financial aspects of retirement planning and provides a holistic model accounting for the many cultural, social and personal factors one faces along the way.
(1.5 hrs CRC® CE; 1.0 hrs CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE)Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important information and building trust with the people you serve. It is important for professionals to be able to identify, understand and prepare to adapt to the variety of client styles encountered in one-on-one or group counseling sessions for more successful outcomes when meeting or counseling with various clients.Learn how to enable participants to better identify, understand and prepare to adapt to the variety of client styles encountered in one-on-one or group counseling sessions.