Featured Product Groups

Featured Product Groups
Learn from the experts, the way you like to learn, at the level that's right for you.

We're doing our best to make retirement literacy a subject you can learn from the people who know it best, in a format that suits your lifestyle, with what you need to know at your stage of learning. We've taken some of our key product groups and put them into quick access categories so that you can easily find the courses you need now.

Strategies for Managing Retirement Income Courses

Strategies for Managing Retirement Income Courses

Controlling Your Financial Future

Controlling Your Financial Future

Introduction to Managing Retirement Income Courses

Introduction to Managing Retirement Income Courses

InFRE® CRC® Certification

InFRE® CRC® Certification

Ethics Courses

Ethics Courses

InFRE® Retirement Plan Administrator Series

InFRE® Retirement Plan Administrator Series

Client and Employee Workshops

Client and Employee Workshops

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Bundle of CRC® Study Guides

Bundle of CRC® Study Guides

The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once, a perfect addition to your professional library, and receive a quantity discount while also saving money on shipping!
$450.00
Client "Managing Your Retirement Income" Educational Marketing Workshop

Client "Managing Your Retirement Income" Educational Marketing Workshop

Increase your clients’ and prospects’ confidence in, trust of, and respect for your services by providing objective, application-oriented education for making informed retirement income decisions.
$995.00
Client Retirement Income Planning Worksheets - 25 pak

Client Retirement Income Planning Worksheets - 25 pak

Need client income planning worksheets that help you gather, reposition and retain retirement assets? These FINRA-reviewed worksheets provide a proven process to productively identify and document suitable solutions that meet your clients’ needs.
$125.00
Client Retirement Income Planning Workshop Workbooks - 25 pak

Client Retirement Income Planning Workshop Workbooks - 25 pak

Do you need more of the popular four-color FINRA reviewed Client Retirement Income Planning Workshop Workbooks? Packaged sets of 25 Workbooks are available here.
$225.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow Elearning

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

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.
$29.00
Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow MP3

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

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

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!
$12.95
CRC® #1: Fundamentals of Retirement Planning

CRC® #1: Fundamentals of Retirement Planning

InFRE CRC® Course #1 provides techniques for understanding the broad variety of factors that can affect a client's retirement goals. You will also learn methods for motivating and educating clients on the need to save for retirement.
$125.00
CRC® #2: Fundamentals of Investments

CRC® #2: Fundamentals of Investments

InFRE CRC® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.
$125.00
CRC® #3: Fundamentals of Retirement Plan Design

CRC® #3: Fundamentals of Retirement Plan Design

InFRE CRC® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.
$125.00
CRC® #4: Fundamentals of Retirement Income Planning

CRC® #4: Fundamentals of Retirement Income Planning

This guide presents a well-developed retirement planning process that encompasses the entire spectrum of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.
$125.00
CRC® Exam Elearning Review

CRC® Exam Elearning Review

Reinforce your professional knowledge and CRC® Candidate training with this highly effective set of 34 audio-visual courses ranging from thirty to ninety minutes each.
$249.00
Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" live workshop license

Employee "Controlling Your Financial Future: How to Increase Your Wealth, Decrease Your Debt, and Manage Your Cash Flow" live workshop license

Designed for the employer market, you'll teach the basic financial management skills employees need to productively and confidently reach their financial and values-based goals, reduce debt and dig up dollars for retirement.
$795.00
Employee "Controlling Your Financial Future" Workshop Workbooks - 25 pak

Employee "Controlling Your Financial Future" Workshop Workbooks - 25 pak

Have you already licensed the Controlling Your Financial Future Workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Employee "What You Need to Know About Managing Your Retirement Income" Live Workshop License

Designed for the employer market, you'll teach participants what they need to know to make informed decisions about when to retire, when to take Social Security, and their options taking distributions from their retirement savings.
$795.00
Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Employee "What You Need to Know About Managing Your Retirement Income" Workshop Workbooks - 25 pak

Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
$225.00
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
Ethical Issues in the Retirement Arena Print

Ethical Issues in the Retirement Arena Print

*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.
$45.00
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
Ethics for the Retirement Professional Print

Ethics for the Retirement Professional Print

*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.
$45.00
Ethics II - Knowing and Doing with Diane Savage

Ethics II - Knowing and Doing with Diane Savage

*2 hours of CRC® CE*
This advanced ethics course provides practical examples that help bridge the gap between knowing the InFRE Code of Ethics and doing the right thing when faced with an ethical dilemma.
$29.00
InFRE Ethics I Elearning

InFRE Ethics I Elearning

*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.
$29.00
InFRE Ethics I MP3 Audio

InFRE Ethics I MP3 Audio

*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.

$12.95
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