Earn CFP® Credit

Earn CFP® Credit

We pleased to offer a terrific selection of retirement-specific professional development courses in a variety of topics and media formats. New courses by the retirement industry's leading experts are added on a monthly basis.

 

All of the courses below qualify for Certified Financial PLanner® (CFP®), Certified Retirement Counselor® (CRC®), and PACE continuing education credit.

 

You may choose courses according to topic, number of credit hours, and format. Most courses are generally available in more than one format, including live webinar, elearning, print, and audio MP3 download (with and without pdf handout). Some of the retirement income courses are also approved for state insurance CE credit. Check here for availability..

 

NEW way to save on CFP® CE:
Professional Development Membership - 90 Days for $99


Introducing the Professional Development Membership - 90 Days for $99

 

Professional Development Membership - 90 Days for $99 You asked. We listened. Now choose WHEN you learn too!

At the Retirement Resource Center we provide professional development and continuing education courses from leading industry experts on many topics, in multiple formats, the way you like to learn, at the level that's right for you. You told us that you needed full access to a variety of CE courses at select times of the year.

 

We are happy to introduce a NEW way for you to access our large selection of professional development courses just when you need them: Full access to as many CE courses as you would like to take - 90 Days for $99

  • Receive FULL ACCESS to the elearning and audio courses that interest you the most for 90 days, each worth 1.0 - 2.0 CFP® and or CRC® per course upon passing the online quiz, reporting fee included.

  • In addition, you are invited to attend any of the Member Live Webinar held during your 90 Day membership, with no additional fee (regularly $49 each).

 

The number of CE hours accepted by CFP Board are indicated for each course. If you would like us to report CFP® CE Credit please be sure upon checkout to select the CFP® Reporting option from the dropdown menu and to provide your CFP® Certification ID number.

 

Click here and select "Monthly Notification of New CE Courses" if you would like to be informed when new topics are available.

 

CFP® CE by TOPIC

Retirement Income Management Retirement Income Management Retirement Plans

 

CFP® CE by MEDIA FORMAT

CFP® CE Credit: Live Webinars CFP® CE Credit: Elearning Courses CFP® CE Credit: Audio Download CFP® CE Credit: MP3 Audio & PDF Handout CFP® CE Credit: PDF Download CFP® CE Credit: Print Courses CFP® CE Credit: Online Newsletters
Live Webinars Elearning Courses Audio Downloads MP3 Audio & PDF Handout PDF Download Print Courses Online Newsletters

 

CFP® CE by CREDIT HOURS

CFP® CE Credit: 1 credit hour CFP® CE Credit: 1.5 credit hours CFP® CE Credit: 2 credit hours CFP® CE Credit: 5 credit hours

 

Other ways to SAVE on CFP® CE

Become a Retirement Resource Center Professional Development Member and SAVE on CE! If your primary interest is in our elearning courses, take advantage of this opportunity to save up to 32% when you purchase in multiples of three elearning courses from a wide variety of topics. Become a Retirement Resource Center Professional Development Member and SAVE on CE! If you will be purchasing more than one course, consider becoming a Retirement Professional Development Member to save from 33% to 100% off CE course and reporting fees. InFRE's Retirement InSight and Trends FREE quarterly newsletter - each issue worth 1 CE credit!Stay abreast of what's happening in the field of retirement with InFRE's Retirement InSight and Trends free quarterly newsletter - each issue worth 1 CE credit upon passing the online quiz.

Scroll below to view alphabetic list of all CFP® CE courses

Questions? Please contact us directly if you have any questions about which options are best for you, or if you would like a group discount.
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2/18/2016 Upcoming Live Webinar - No Portfolio Is An Island - David Blanchett

2/18/2016 Upcoming Live Webinar - No Portfolio Is An Island - David Blanchett

1 hr CFP®, CRC®, PACE CE

Explore the relevance of human capital, optimal endowment allocations given donation risk, the impact of liabilities on optimal portfolios, taxes, and more toward total economic worth.

$39.00
3/10/2016 Upcoming Live Webinar - Housing for Retirees: Buy, Sell or Hold? - Michael Falk

3/10/2016 Upcoming Live Webinar - Housing for Retirees: Buy, Sell or Hold? - Michael Falk

1 hr CFP® (pending), CRC®, PACE CE

We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio.

$39.00
A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni - Elearning

A 21st Century Connection: Health and Wealth - Ron Mastrogiovanni - Elearning

1 hr CRC®, CFP® CE

Most retirement income plans typically target a 75% to 85% income replacement ratio.

$29.00
A Case Study of Retirement Planning for a Teacher Approaching Retirement - Chuck Yanikoski - Elearning

A Case Study of Retirement Planning for a Teacher Approaching Retirement - Chuck Yanikoski - Elearning

1 hr CRC®, CFP® CE
There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011.
$29.00
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson - Elearning

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson - Elearning

1 hr CRC®, CFP® CE
For all but the wealthiest Americans, home equity is their largest financial asset.
$29.00
Appleby IRA Training Series - Elearning set/12 - Save 25%

Appleby IRA Training Series - Elearning set/12 - Save 25%

18 hrs CFP®, CRC®, PACE CE (1.5 per course)
This series of 12 courses is intended to provide an understanding of the rules and regulations that apply to IRAs, with a focus on contributions, rollovers, transfers and distributions.
$539.40 $395.00
Appleby IRA Training Series - Webinar set/12 - Save 28%

Appleby IRA Training Series - Webinar set/12 - Save 28%

18 CE total - 1.5 hrs CFP®, CFP®, PACE CE per course
This series is intended to provide an understanding of the rules and regulations that apply to IRAs, with a focus on contributions, rollovers, transfers and distributions.
$828.00 $595.00
Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Elearning

Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Elearning

1 hr CRC®, CFP® CE
Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
$29.00
Changing Behavior or Changing Attitudes - Diane Savage - Elearning

Changing Behavior or Changing Attitudes - Diane Savage - Elearning

1.5 hrs CRC®, 1 hr CFP® CE
Why is the prospect of saving for retirement is so intimidating to many Americans, and what can you do to help change it? Accumulation is a critical component of preparedness.
$29.00
CRC® Study Guides Bundle - Save $50 with this complete set of four *CFP CE credit subject to change*

CRC® Study Guides Bundle - Save $50 with this complete set of four *CFP CE credit subject to change*

7.5 hrs CRC®, 5 hrs CFP®, State CE per course
The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once to get a quantity discount while also saving money on shipping!
$500.00 $450.00
Don't Let Disability Derail Retirement Security - Kaleda and Rappaport - Elearning

Don't Let Disability Derail Retirement Security - Kaleda and Rappaport - Elearning

1 hr CRC®, CFP® CE
Disability affects many Americans, but it is not well understood and only 31% of civilian workers have long term disability coverage.
$29.00
Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! - Michael Falk

1 hr CFP®, CRC®, PACE CE
The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement.
$39.00
Estimating the True Cost of Retirement - David Blanchett

Estimating the True Cost of Retirement - David Blanchett

1.5 hrs CFP®, CRC®, PACE CE
Retirement professionals need to have a framework for understanding and projecting retirement costs for each client, and a process for better estimating the true cost of retirement.
$39.00
Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra - Elearning

Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra - Elearning

1 hr CRC®, CFP® CE
There are many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP).
$29.00
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan - Elearning

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients - Michael Sullivan - Elearning

1 hr CRC®, CFP® CE

Each generation has its own words, concepts, motivations and emotions that appeal to them based on their life stage and collective life experiences.

$29.00
How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby IRA Training Series Course 10 MP3 & Handout

How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby IRA Training Series Course 10 MP3 & Handout

1.5 hrs CRC®, CFP® CE
An explanation of the distribution rules that apply to Roth IRA, with a focus on how to determine if an when a Roth IRA distribution would be subject to income tax and the 10% early distributing penalty.
$28.95
How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby IRA Training Series Course 6 MP3 & Handout

How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby IRA Training Series Course 6 MP3 & Handout

1.5 hrs CRC®, CFP® CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$28.95
How to Identify and Serve Small Business Prospects for Sep IRAs -  Appleby IRA Training Series Course 12 MP3 & Handout

How to Identify and Serve Small Business Prospects for Sep IRAs - Appleby IRA Training Series Course 12 MP3 & Handout

1.5 hrs CRC®, CFP® CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$28.95
How to Use Small Business Retirement Plans to Grow Your Business - Appleby IRA Training Series Course 11 MP3 & Handout

How to Use Small Business Retirement Plans to Grow Your Business - Appleby IRA Training Series Course 11 MP3 & Handout

1.5 hrs CRC®, CFP® CE
A comparison of the features and benefits that apply to retirement plans that can be adopted and maintained by small businesses, with a focus on defined contribution and IRA based plans.
$28.95
InFRE's 2012 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2012 2nd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement expert Betty Meredith, CFA®, CFP®, CRC®.
$0.00
InFRE's 2012 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2012 3rd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$0.00
InFRE's 2012 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2012 4th Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Rappaport, Appleby, Boive, Meredith, and Yanikoski.
$0.00
InFRE's 2013 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2013 1st Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Meredith, Sanford, Franzel, and Tell.
$0.00
InFRE's 2013 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2013 2nd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Quant, Wadia, Theodore, Perlman, Finke, Pfau, and Blanchett.
$0.00
InFRE's 2013 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2013 3rd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Appleby, Meredith, Perlman, Salter, and Yanikowski.
$0.00
InFRE's 2013 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2013 4th Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Hounsell, Meredith, Falk, and Bogosian.
$0.00
InFRE's 2014 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2014 1st Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Meredith, DiCenzo, Rappaport, Kaleda, and Sanford.
$0.00
InFRE's 2014 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2014 2nd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Prost, Meredith, Falk, and Vernon.
$0.00
InFRE's 2014 3rd and 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2014 3rd and 4th Qtr Issue of Retirement Insight and Trends

2 hrs CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Scalia, Jacobson, Martin, Malhotra, Appleby and Miller.
$0.00
InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 2nd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Blanchett, McPherson, Nelson, Fornia, and Rhee.
$0.00
InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2015 3rd Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Mastrogiovanni, Kessler, Baker, Cloke, and Appleby.
$0.00
InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CRC®, CFP® CE
This free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
$0.00
InFRE's CRC® #1: Fundamentals of Retirement Planning - Print Book *CFP CE credit subject to change*

InFRE's CRC® #1: Fundamentals of Retirement Planning - Print Book *CFP CE credit subject to change*

7.5 hrs CRC®, 5 hrs CFP®, State CE per course
Course #1 provides techniques for understanding the many factors that can affect a client's retirement goals and methods for educating/motivating clients on the need to save for retirement.
$125.00
InFRE's CRC® #2: Fundamentals of Investments - Print Book *CFP CE credit subject to change*

InFRE's CRC® #2: Fundamentals of Investments - Print Book *CFP CE credit subject to change*

7.5 hrs CRC®, 5 hrs CFP®, State CE
InFRE CRC® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.
$125.00
InFRE's CRC® #3: Fundamentals of Retirement Plan Design - Print Book *CFP CE credit subject to change*

InFRE's CRC® #3: Fundamentals of Retirement Plan Design - Print Book *CFP CE credit subject to change*

7.5 hrs CRC®, 5 hrs CFP®, State CE
InFRE CRC® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.
$125.00
InFRE's CRC® #4: Fundamentals of Retirement Income Planning - Print Book *CFP CE credit subject to change*

InFRE's CRC® #4: Fundamentals of Retirement Income Planning - Print Book *CFP CE credit subject to change*

7.5 hrs CRC®, 5 CFP®, State CE per course
Course #4 presents the retirement planning process encompassing the spectrum of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.
$125.00
Introduction to Managing Retirement Income - Kevin Seibert - Elearning

Introduction to Managing Retirement Income - Kevin Seibert - Elearning

1 hr CRC®, CFP® CE
There are 78 million reasons driving the need for a tremendous increase in the number of professionals prepared to competently help retiring American workers manage their retirement income.
$29.00
Investing in Bonds in a Rising Rate Environment - Greg Prost - Elearning

Investing in Bonds in a Rising Rate Environment - Greg Prost - Elearning

1 hr CRC®, CFP® CE
It’s difficult to generate strong positive returns in the fixed income markets when bond yield levels are at historically low levels.
$29.00
IRA Training Series Course 10 - How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby - Elearning

IRA Training Series Course 10 - How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the distribution rules that apply to Roth IRA, with a focus on how to determine if an when a Roth IRA distribution would be subject to income tax and the 10% early distributing penalty.
$44.95
IRA Training Series Course 11 - How to Use Small Business Retirement Plans to Grow Your Business - Appleby - Elearning

IRA Training Series Course 11 - How to Use Small Business Retirement Plans to Grow Your Business - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
A comparison of the features and benefits that apply to retirement plans that can be adopted and maintained by small businesses, with a focus on defined contribution and IRA based plans.
$44.95
IRA Training Series Course 12 - How to Identify and Serve Small Business Prospects for Sep IRAs - Appleby - Elearning

IRA Training Series Course 12 - How to Identify and Serve Small Business Prospects for Sep IRAs - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$44.95
IRA Training Series Course 1 - Introduction to Rollover and Transfers Rules for Retirement Accounts - Appleby - Elearning

IRA Training Series Course 1 - Introduction to Rollover and Transfers Rules for Retirement Accounts - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
Explanations of the different terminologies that are used for moving assets between retirement accounts; as well as restrictions and limitations that apply.
$44.95
IRA Training Series Course 2 - Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts - Appleby - Elearning

IRA Training Series Course 2 - Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the rules and regulations that govern the movement of assets between retirement accounts.
$44.95
IRA Training Series Course 3 - Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps - Appleby - Elearning

IRA Training Series Course 3 - Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes.
$44.95
IRA Training Series Course 4 - How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans - Appleby - Elearning

IRA Training Series Course 4 - How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An introduction to the basic concepts of distributions from IRAs and employer sponsored retirement plans, including when and how distributions can be made.
$44.95
IRA Training Series Course 5 - Effective Strategies for Avoiding RMD Mistakes and Penalties - Appleby - Elearning

IRA Training Series Course 5 - Effective Strategies for Avoiding RMD Mistakes and Penalties - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the rules that govern RMD for IRAs and employer sponsored retirement plans, such as 401(k)s and 403(b)s, including the roles and responsibilities of interested parties.
$44.95
IRA Training Series Course 6 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby - Elearning

IRA Training Series Course 6 - How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$44.95
IRA Training Series Course 7 - Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby - Elearning

IRA Training Series Course 7 - Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the Roth conversion rules, and the requirements that apply to conversions based on the type of account being converted.
$44.95
IRA Training Series Course 8 - Twelve Ways for Funding an IRA–Part 1 - Appleby - Elearning

IRA Training Series Course 8 - Twelve Ways for Funding an IRA–Part 1 - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the different ways on which a Traditional IRA can be funded; and the limitations and eligibility requirements that apply.
$44.95
IRA Training Series Course 9 - Twelve Ways for Funding an IRA–Part 2 - Appleby - Elearning

IRA Training Series Course 9 - Twelve Ways for Funding an IRA–Part 2 - Appleby - Elearning

1.5 hrs CRC®, CFP® CE
An explanation of the different ways on which a Roth IRA can be funded; and the limitations and eligibility requirements that apply.
$44.95
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk - Elearning

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk - Elearning

1 hr CFP®, CRC®, PACE CE
Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.
$39.00
Misperceptions and Management of Retirement Risks - Carol Bogosian - Elearning

Misperceptions and Management of Retirement Risks - Carol Bogosian - Elearning

1 hr CRC®, CFP® CE
Find out what you can do to help increase your clients’ and employees’ chances of retirement success.
$29.00
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon - Elearning

Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon - Elearning

1 hr CRC®, CFP® CE
People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money.
$29.00
Off With Your (Rule of) Thumbs! - Michael Falk - Elearning

Off With Your (Rule of) Thumbs! - Michael Falk - Elearning

1 hr CFP®, CRC®, PACE CE
Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, "immunize before we optimize".
$39.00
“Pensionizing" Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Elearning

“Pensionizing" Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Elearning

1 hr CRC®, CFP® CE
In an earlier era, workers retired to traditional defined benefit pensions which provided income they couldn’t outlive.
$29.00
Principles of Effective One-to-One Communication - Joe Tabers - Elearning

Principles of Effective One-to-One Communication - Joe Tabers - Elearning

1 hr CRC®, CFP® CE
The challenge for retirement counselors with face-to-face client/plan participant meetings is that we have a limited time for communicating.
$29.00
Protecting Your Clients from Financial Elder Fraud - David Kessler - Elearning

Protecting Your Clients from Financial Elder Fraud - David Kessler - Elearning

1 hr CRC®, CFP® CE
Financial crimes against the elderly are highly under-reported throughout the United States.
$29.00
Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage - Elearning

Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage - Elearning

1.5 hrs CRC®, 1 hr CFP® 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.
$29.00
Retirement Happiness: Planning for a Successful Transition - John Nelson - Elearning

Retirement Happiness: Planning for a Successful Transition - John Nelson - Elearning

1.5 hr CRC®, CFP® CE
Retirement planning and education programs provide tools and checklists for a successful financial transition.
$29.00
Social Security Strategies: Optimizing Retirement Benefits - Dr William Reichenstein - Elearning

Social Security Strategies: Optimizing Retirement Benefits - Dr William Reichenstein - Elearning

1 hr CRC®, CFP® CE
Many Americans are missing out on the full value of SS. Most advisors don't have a full grasp on the intricacies of the program either.
$29.00
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions - John Salter - Elearning

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions - John Salter - Elearning

1 hr CRC®, CFP® CE
Reverse mortgages for the mid-market’s largest asset, home equity, may now have a place in mainstream investment and cash management during retirement.
$29.00
Take a peek at InFRE's CRC® #1: Fundamentals of Retirement Planning - Free Demo

Take a peek at InFRE's CRC® #1: Fundamentals of Retirement Planning - Free Demo

7.5 hrs CRC®, 5 CFP®, State CE
Course #1 provides techniques for understanding the many factors that can affect a client's retirement goals and methods for educating/motivating clients on the need to save for retirement.
$0.00
Take a peek at InFRE's CRC® #2: Fundamentals of Investments - Free Demo

Take a peek at InFRE's CRC® #2: Fundamentals of Investments - Free Demo

7.5 hrs CRC®, 5 CFP®, State CE
InFRE CRC® Course #2 teaches the basic investment concepts and terminology you need to help your clients with goal-appropriate investing.
$0.00
Take a peek at InFRE's CRC® #3: Fundamentals of Retirement Plan Design - Free Demo

Take a peek at InFRE's CRC® #3: Fundamentals of Retirement Plan Design - Free Demo

7.5 hrs CRC®, 5 hrs CFP®, State CE
InFRE CRC® #3 teaches you the concepts needed to guide your clients in maximizing assets within different types of retirement plans.
$0.00
Take a peek at InFRE's CRC® #4: Fundamentals of Retirement Income Planning - Free Demo

Take a peek at InFRE's CRC® #4: Fundamentals of Retirement Income Planning - Free Demo

7.5 hrs CRC®, 5 hrs CFP®, State CE
Course #4 presents the retirement planning process encompassing the spectrum of retirement planning from the individual’s point of view of accumulation as a worker to distribution as a retiree.
$0.00
Tax-Efficient Draw Downs in Retirement - Stephen Horan - Elearning

Tax-Efficient Draw Downs in Retirement - Stephen Horan - Elearning

1 hr CFP®, CRC®, PACE CE

Conventional wisdom suggests retirees should sequence withdrawals from retirement accounts in a particular order to minimize taxes.

$29.00
The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) - Brian Perlman PhD - Elearning

The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) - Brian Perlman PhD - Elearning

1 hr CRC®, CFP® CE
The RCS is a random, nationally representative survey covering issues of current interest to retirement benefits specialist, the longest-running annual retirement survey of its kind in the nation.
$29.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian - Elearning

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian - Elearning

1 hr CRC®, CFP® 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.
$29.00
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell -  Elearning

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell - Elearning

1 hr CRC®, CFP® CE
In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member.
$29.00
The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away - Nyal Bischoff

The Silver Tsunami and Long-Term Care: Ride the Wave or Get Swept Away - Nyal Bischoff

1 hr CRC®, CFP® CE

There have been sweeping changes in the Extended Care Industry in the last few years.

$39.00
The Stage is Set for Serving the Mid-Market - Meredith and Harness - Elearning

The Stage is Set for Serving the Mid-Market - Meredith and Harness - Elearning

1 hr CRC®, CFP® CE
Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.
$29.00
Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby IRA Training Series Course 7 MP3 & Handout

Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby IRA Training Series Course 7 MP3 & Handout

1.5 hrs CRC®, CFP® CE
An explanation of the Roth conversion rules, and the requirements that apply to conversions based on the type of account being converted.
$28.95
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby - Elearning

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby - Elearning

1 hr CRC®, CFP® CE
Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax.
$29.00
Twelve Ways for Funding an IRA–Part 1 - Appleby IRA Training Series Course 8 MP3 & Handout

Twelve Ways for Funding an IRA–Part 1 - Appleby IRA Training Series Course 8 MP3 & Handout

1.5 hrs CRC®, CFP® CE
An explanation of the different ways on which a Traditional IRA can be funded; and the limitations and eligibility requirements that apply.
$28.95
Twelve Ways for Funding an IRA–Part 2 - Appleby IRA Training Series Course 9 MP3 & Handout

Twelve Ways for Funding an IRA–Part 2 - Appleby IRA Training Series Course 9 MP3 & Handout

1.5 hrs CRC®, CFP® CE
An explanation of the different ways on which a Roth IRA can be funded; and the limitations and eligibility requirements that apply.
$28.95
Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund - Elearning

Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund - Elearning

1.5 hrs CRC®, CFP® CE
The chance that you or a client might suffer a long-term disability is more common than you might think, and this risk increases with each year we age.
$29.00
Up to 32% $AVINGS - Purchase elearning courses in multiples of 3!

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$87.00 $75.00
What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker - Elearning

What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker - Elearning

1 hr CRC®, CFP® CE
In July, 2014 the U.S. Treasury announced a change that allows for the deferral of income from a qualified DIA (Deferred Income Annuity) to extend past the mandatory RMD age of 70½.
$29.00
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson - Elearning

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness - John Nelson - Elearning

1 hr CRC®, CFP® CE
When people do "life planning," it helps them do a better job of retirement planning. Learn how to engage your audience by using a broader approach.
$29.00
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann EdD - Elearning

What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann EdD - Elearning

1 hr CRC®, CFP® CE
Boomers are redefining aging in retirement and heralding in new community movements, technology and services.
$29.00
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby - Elearning

Year-end Planning and Compliance Requirements for IRAs - Denise Appleby - Elearning

1 hr CRC®, CFP® CE
Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients.
$29.00
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