Retirement-specific Continuing Education Course offerings

Continuing Education Courses

Continuing Education (CE) courses are available for purchase in many subjects and media formats.

To learn more about each course, or to purchase, click on the short description or icon to go to the corresponding product information page.

State insurance CE credit is available in most states primarily for retirement income courses and InFRE's Certified Retirement Counselor® (CRC®) study materials.

All courses qualify for InFRE CRC® annual continuing education requirements.

Earn CFP® Credit

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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

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model Elearning

*1.5 hours of CRC^® CE*
This eye-opening presentation goes beyond the financial aspects of retirement planning and introduces a comprehensive, interdisciplinary approach: the Retirement Well-Being Model.

$29.00

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model MP3 Audio

*1.5 hours of CRC^® CE*
This audio version of the online presentation covers the financial aspects of retirement planning and introduces the interdisciplinary Retirement Well-Being Model.

$12.95

A Comprehensive Approach to Retirement Education: The Retirement Well-being Model MP3 & Handout

*1.5 hours of CRC^® CE*
This audio version plus handout of the online presentation covers the financial aspects of retirement planning and introduces the interdisciplinary Retirement Well-Being Model.

$18.95

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

A New Model for Retirement Education and Counseling Elearning

*1.5 hours of CRC^® CE*
Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.

$29.00

A New Model for Retirement Education and Counseling MP3 Audio

$12.95

A New Model for Retirement Education and Counseling MP3 & Handout

$18.95

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

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

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

Changing Behavior or Changing Attitudes Elearning

*1.5 hours of CRC^® CE*
Accumulating money during the working years is a critical component of retirement preparedness.

$29.00

Changing Behavior or Changing Attitudes MP3 Audio

*1.5 hours of CRC^® CE*
Accumulating money during the working years is a critical component of retirement preparedness.

$12.95

Changing Behavior or Changing Attitudes MP3 Audio & Handout

*1.5 hours of CRC^® CE*
Accumulating money during the working years is a critical component of retirement preparedness.

$18.95

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

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

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

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

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