Earn CFP® Credit

Earn CFP® Credit

Looking for CFP® continuing education (CE) credit courses?

 

We pleased to offer a selection of professional development courses in a variety of topics and media formats, adding new courses by leading industry specialists on a monthly basis.

 

All of the courses below qualify for CFP® continuing education credit and are generally available in more than one format, including elearning, print, and audio MP3 download (with and without pdf handout).

 

You may choose courses according to topic, format, and number of credit hours. Most courses also confer InFRE® Certified Retirement Counselor® (CRC®) CE credit, and some of the retirement income courses also confer State insurance CE credit. Check here for availability..

 

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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08/05/15 Live Webinar Event - What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

08/05/15 Live Webinar Event - What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

1.0 hr CRC®, CFP® (pending) 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.
$49.00
08/26/15 Live Webinar Event - Appleby IRA Training Series Course 8: Twelve Ways for Funding an IRA–Part 1 - Denise Appleby

08/26/15 Live Webinar Event - Appleby IRA Training Series Course 8: Twelve Ways for Funding an IRA–Part 1 - Denise Appleby

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the different ways on which a Traditional IRA can be funded; and the limitations and eligibility requirements that apply.
$69.00
09/23/15 Live Webinar Event - Appleby IRA Training Series Course 9: Twelve Ways for Funding an IRA–Part 2 - Denise Appleby

09/23/15 Live Webinar Event - Appleby IRA Training Series Course 9: Twelve Ways for Funding an IRA–Part 2 - Denise Appleby

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the different ways on which a Roth IRA can be funded; and the limitations and eligibility requirements that apply.
$69.00
10/21/15 Live Webinar Event - Appleby IRA Training Series Course 10: How to Avoid Taxes and Penalties on Roth IRA Distributions - Denise Appleby

10/21/15 Live Webinar Event - Appleby IRA Training Series Course 10: How to Avoid Taxes and Penalties on Roth IRA Distributions - Denise Appleby

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the distribution rules that apply to Roth IRA.
$69.00
11/18/15 Live Webinar Event - Appleby IRA Training Series Course 11: How to Use Small Business Retirement Plans to Grow Your Business - Denise Appleby

11/18/15 Live Webinar Event - Appleby IRA Training Series Course 11: How to Use Small Business Retirement Plans to Grow Your Business - Denise Appleby

1.5 hrs CRC®, CFP® (pending) 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.
$69.00
12/16/15 Live Webinar Event - Appleby IRA Training Series Course 12: How to Identify and Serve Small Business Prospects for Sep IRAs - Denise Appleby

12/16/15 Live Webinar Event - Appleby IRA Training Series Course 12: How to Identify and Serve Small Business Prospects for Sep IRAs - Denise Appleby

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$69.00
A Case Study of Retirement Planning for a Teacher Approaching Retirement Elearning

A Case Study of Retirement Planning for a Teacher Approaching Retirement 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

1.0 hr CRC®, CFP® CE
For all but the wealthiest Americans, home equity is their largest financial asset.
$29.00
An Introduction to Rollover and Transfers Rules for Retirement Accounts - Appleby IRA Training Series Course 1 Elearning

An Introduction to Rollover and Transfers Rules for Retirement Accounts - Appleby IRA Training Series Course 1 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
Behavioral Insights to Improve Retirement Security Elearning

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

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

Changing Behavior or Changing Attitudes 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 Elearning

Don't Let Disability Derail Retirement Security 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
Effective Strategies for Avoiding RMD Mistakes and Penalties - Appleby IRA Training Series Course 5 Elearning

Effective Strategies for Avoiding RMD Mistakes and Penalties - Appleby IRA Training Series Course 5 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
Enough About the Assets Already! Elearning - Michael Falk

Enough About the Assets Already! Elearning - Michael Falk

1 hr CRC®, CFP® 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.
$29.00
Estimating the True Cost of Retirement - David Blanchett - Elearning

Estimating the True Cost of Retirement - David Blanchett - Elearning

1.5 hr CRC®, CFP® CE
Retirement is the most expensive “purchase” faced by most individuals.
$29.00
Finding Optimized Income Strategies for Middle Market Clients Elearning

Finding Optimized Income Strategies for Middle Market Clients 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
How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans - Appleby IRA Training Series Course 4 Elearning

How to Avoid and/or Correct the Top Ten Distribution Mistakes Made with IRAs and Employer Plans - Appleby IRA Training Series Course 4 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
How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby IRA Training Series Course 6 Elearning

How to Avoid Traps and Penalties for Early Distributions from IRAs and Other Retirement Accounts - Appleby IRA Training Series Course 6 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
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
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® (pending) CE
This free quarterly newsletter has articles by leading retirement experts Blanchett, McPherson, Nelson, Fornia, and Rhee.
$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 Elearning

Introduction to Managing Retirement Income 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 Elearning

Investing in Bonds in a Rising Rate Environment 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
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Elearning - Michael Falk

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

1 hr CRC®, CFP® CE
Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.
$29.00
Misperceptions and Management of Retirement Risks Elearning

Misperceptions and Management of Retirement Risks 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 Elearning

Money for Life: Help your plan participants avoid going broke in retirement 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
New Elearning Courses - SAVE up to 32% when you purchase in multiples of 3!

New Elearning Courses - SAVE up to 32% when you purchase in multiples of 3!

  --- Save up to 32% while you earn CRC® & CFP® CE ---
Save $12 off course fees and up to $30 off CFP® reporting fees when you order three of our newest elearning courses in this limited time offer!
$87.00 $75.00
Off With Your (Rule of) Thumbs! Elearning - Michael Falk

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

1 hr CRC®, CFP® CE
Michael Falk, CFA, CRC® starts off the New Year challenging us to rethink several well-accepted schools of thought used today by many professionals for retirement planning.
$29.00
“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

1.0 hr CRC®, CFP® CE
In an earlier era, workers retired to traditional defined benefit pensions which provided income they couldn’t outlive.
$29.00
Preorder Today! How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby IRA Training Series Course 10 Elearning

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

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the distribution rules that apply to Roth IRA.
$44.95
Preorder Today! How to Avoid Taxes and Penalties on Roth IRA Distributions - Appleby IRA Training Series Course 10 MP3 & Handout

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

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the distribution rules that apply to Roth IRA.
$28.95
Preorder Today! How to Identify and Serve Small Business Prospects for Sep IRAs - Appleby IRA Training Series Course 12 Elearning

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

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$44.95
Preorder Today! How to Identify and Serve Small Business Prospects for Sep IRAs -  Appleby IRA Training Series Course 12 MP3 & Handout

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

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$28.95
Preorder Today! How to Use Small Business Retirement Plans to Grow Your Business - Appleby IRA Training Series Course 11 Elearning

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! How to Use Small Business Retirement Plans to Grow Your Business - Appleby IRA Training Series Course 11 MP3 & Handout

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby IRA Training Series Course 7 Elearning

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Three Critical Roth Conversion Rules That Every Advisor Should Know - Appleby IRA Training Series Course 7 MP3 & Handout

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Twelve Ways for Funding an IRA–Part 1 - Appleby IRA Training Series Course 8 Elearning

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Twelve Ways for Funding an IRA–Part 1 - Appleby IRA Training Series Course 8 MP3 & Handout

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Twelve Ways for Funding an IRA–Part 2 - Appleby IRA Training Series Course 9 Elearning

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Twelve Ways for Funding an IRA–Part 2 - Appleby IRA Training Series Course 9 MP3 & Handout

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker - Elearning

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

1.0 hr CRC®, CFP® (pending) 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
Principles of Effective One-to-One Communication Elearning

Principles of Effective One-to-One Communication 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
Retirement as a Time to Reinvent, Rewire and Renew Elearning

Retirement as a Time to Reinvent, Rewire and Renew 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
Retirement Professional's Guide to Managing Retirement Income Package *CFP CE credit subject to change*

Retirement Professional's Guide to Managing Retirement Income Package *CFP CE credit subject to change*

6.5 hrs CRC®, 5 hrs CFP®, State CE

Looking for the most in-depth, authoritative professional resource available on retirement income? Get our flagship course in this print and elearning combination at a $29 savings!

$149.00
Retirement Professional's Guide to Managing Retirement Income Print Book *CFP CE credit subject to change*

Retirement Professional's Guide to Managing Retirement Income Print Book *CFP CE credit subject to change*

6.5 hrs CRC®, 5 hrs CFP®, State CE

Looking for an approach to managing retirement income for the mid-market? The print version of InFRE's flagship live workshop covers practical strategies and tools for distribution planning.

$99.00
Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts - Appleby IRA Training Series Course 2 Elearning

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

Social Security Strategies: Optimizing Retirement Benefits 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 Elearning

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions 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
The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) Elearning

The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) 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 Elearning

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

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! 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 Stage is Set for Serving the Mid-Market Elearning

The Stage is Set for Serving the Mid-Market Elearning

1 hr CRC®, CFP® CE
Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.
$29.00
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting Elearning

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting 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
Understanding Disability: Financial and Retirement Planning Considerations Elearning

Understanding Disability: Financial and Retirement Planning Considerations 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
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 Elearning

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

Year-end Planning and Compliance Requirements for IRAs 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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