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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03/25/15 Live Webinar Event - Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps

03/25/15 Live Webinar Event - Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps

1.5 hrs CRC®, CFP® (pending) 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.
$69.00
04/22/15 Live Webinar Event - Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts - Denise Appleby

04/22/15 Live Webinar Event - Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts - Denise Appleby

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the basic concepts of distributions from IRAs and employer sponsored retirement plans, including when and how distributions can be made.
$69.00
05/27/15 Live Webinar Event - Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities

05/27/15 Live Webinar Event - Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities

1.5 hrs CRC®, CFP® (pending) 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.
$69.00
06/24/15 Live Webinar Event - Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps

06/24/15 Live Webinar Event - Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$69.00
07/22/15 Live Webinar Event - Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations - Denise Appleby

07/22/15 Live Webinar Event - Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations - Denise Appleby

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.
$69.00
08/26/15 Live Webinar Event - Appleby IRA Training Series Course 8: Traditional IRA Funding Options - Denise Appleby

08/26/15 Live Webinar Event - Appleby IRA Training Series Course 8: Traditional IRA Funding Options - 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: Roth IRA Funding Options - Denise Appleby

09/23/15 Live Webinar Event - Appleby IRA Training Series Course 9: Roth IRA Funding Options - 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: Roth IRA Distributions’: Determining When Tax and Penalty Apply - Denise Appleby
$69.00
11/18/15 Live Webinar Event - Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner - Denise Appleby

11/18/15 Live Webinar Event - Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner - 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: SEP IRAs: From Suitability to Operational Requirements - Denise Appleby

12/16/15 Live Webinar Event - Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements - 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
A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 Audio

A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 Audio

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.
$12.95
A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 & Handout

A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 & Handout

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.
$18.95
Appleby IRA Training Series Course 1: An Introduction to Rollover and Transfers Rules for Retirement Accounts Elearning

Appleby IRA Training Series Course 1: An Introduction to Rollover and Transfers Rules for Retirement Accounts 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
Appleby IRA Training Series Course 1: An Introduction to Rollover and Transfers Rules for Retirement Accounts MP3 Audio

Appleby IRA Training Series Course 1: An Introduction to Rollover and Transfers Rules for Retirement Accounts MP3 Audio

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.
$19.95
Appleby IRA Training Series Course 1: An Introduction to Rollover and Transfers Rules for Retirement Accounts MP3 & Handout

Appleby IRA Training Series Course 1: An Introduction to Rollover and Transfers Rules for Retirement Accounts MP3 & Handout

1.5 hrs CRC®, CFP® CE
Explanations of the different that are used for moving assets between retirement accounts; as well as restrictions and limitations that apply.
$28.95
Appleby's Required Minimum Distributions and Beneficiaries Elearning Combo

Appleby's Required Minimum Distributions and Beneficiaries Elearning Combo

1 hr CRC®, CFP® CE per course
Two highly-valuable elearning courses that will help you navigate the intricacies of IRA required minimum distributions and beneficiary options.
$99.00
Appleby's Required Minimum Distributions: An Explanation of the Rules That Govern Required Minimum Distributions for IRAs Elearning

Appleby's Required Minimum Distributions: An Explanation of the Rules That Govern Required Minimum Distributions for IRAs Elearning

1 hr CRC®, CFP® CE
You'll learn in-depth the rules that govern required minimum distributions for IRAs, including the roles and responsibilities of interested parties.
$69.00
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
Behavioral Insights to Improve Retirement Security MP3 Audio

Behavioral Insights to Improve Retirement Security MP3 Audio

1 hr CRC®, CFP® CE
Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
$12.95
Behavioral Insights to Improve Retirement Security MP3 & Handout

Behavioral Insights to Improve Retirement Security MP3 & Handout

1 hr CRC®, CFP® CE
Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
$18.95
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
Changing Behavior or Changing Attitudes MP3 Audio

Changing Behavior or Changing Attitudes MP3 Audio

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.
$12.95
Changing Behavior or Changing Attitudes MP3 Audio & Handout

Changing Behavior or Changing Attitudes MP3 Audio & Handout

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.
$18.95
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
Denise Appleby's IRA Beneficiary Matters: Designations, Distribution Options, and Avoiding Traps Elearning

Denise Appleby's IRA Beneficiary Matters: Designations, Distribution Options, and Avoiding Traps Elearning

1 hr CRC®, CFP® CE
This will help you understand the intricacies of required minimum distributions by covering the rules and regulations that govern beneficiary designations.
$69.00
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
Don't Let Disability Derail Retirement Security MP3 Audio

Don't Let Disability Derail Retirement Security MP3 Audio

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.
$12.95
Don't Let Disability Derail Retirement Security MP3 & Handout

Don't Let Disability Derail Retirement Security MP3 & Handout

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.
$18.95
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
Enough About the Assets Already! MP3 Audio - Michael Falk

Enough About the Assets Already! MP3 Audio - 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.
$12.95
Enough About the Assets Already! MP3 & Handout - Michael Falk

Enough About the Assets Already! MP3 & Handout - 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.
$18.95
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
Finding Optimized Income Strategies for Middle Market Clients MP3 Audio

Finding Optimized Income Strategies for Middle Market Clients MP3 Audio

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).
$12.95
Finding Optimized Income Strategies for Middle Market Clients MP3 & Handout

Finding Optimized Income Strategies for Middle Market Clients MP3 & Handout

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).
$18.95
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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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 is to keep abreast of what’s happening in the field of retirement readiness, counseling, planning and income management.
$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
Introduction to Managing Retirement Income MP3 Audio

Introduction to Managing Retirement Income MP3 Audio

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.
$12.95
Introduction to Managing Retirement Income MP3 & Handout

Introduction to Managing Retirement Income MP3 & Handout

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.
$18.95
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
Investing in Bonds in a Rising Rate Environment MP3 Audio

Investing in Bonds in a Rising Rate Environment MP3 Audio

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.
$12.95
Investing in Bonds in a Rising Rate Environment MP3 & Handout

Investing in Bonds in a Rising Rate Environment MP3 & Handout

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.
$18.95
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
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement MP3 Audio - Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement MP3 Audio - 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.
$12.95
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement MP3 & Handout - Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement MP3 & Handout - 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.
$18.95
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
Misperceptions and Management of Retirement Risks MP3 Audio

Misperceptions and Management of Retirement Risks MP3 Audio

1 hr CRC®, CFP® CE
Find out what you can do to help increase your clients’ and employees’ chances of retirement success.
$12.95
Misperceptions and Management of Retirement Risks MP3 & Handout

Misperceptions and Management of Retirement Risks MP3 & Handout

1 hr CRC®, CFP® CE
Find out what you can do to help increase your clients’ and employees’ chances of retirement success.
$18.95
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
Money for Life: Help your plan participants avoid going broke in retirement MP3 Audio

Money for Life: Help your plan participants avoid going broke in retirement MP3 Audio

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.
$12.95
Money for Life: Help your plan participants avoid going broke in retirement MP3 & Handout

Money for Life: Help your plan participants avoid going broke in retirement MP3 & Handout

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.
$18.95
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
Off With Your (Rule of) Thumbs! MP3 Audio - Michael Falk

Off With Your (Rule of) Thumbs! MP3 Audio - 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.
$12.95
Off With Your (Rule of) Thumbs! MP3 & Handout - Michael Falk

Off With Your (Rule of) Thumbs! MP3 & Handout - 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.
$18.95
Preorder Today! Appleby IRA Training Series Course 10: Roth IRA Distributions’: Determining When Tax and Penalty Apply Elearning

Preorder Today! Appleby IRA Training Series Course 10: Roth IRA Distributions’: Determining When Tax and Penalty Apply Elearning

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the distribution rules that apply to Roth IRA.
$44.95
Preorder Today! Appleby IRA Training Series Course 10: Roth IRA Distributions’: Determining When Tax and Penalty Apply MP3 Audio

Preorder Today! Appleby IRA Training Series Course 10: Roth IRA Distributions’: Determining When Tax and Penalty Apply MP3 Audio

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the distribution rules that apply to Roth IRA.
$19.95
Preorder Today! Appleby IRA Training Series Course 10: Roth IRA Distributions’: Determining When Tax and Penalty Apply MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 10: Roth IRA Distributions’: Determining When Tax and Penalty Apply MP3 & Handout

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the distribution rules that apply to Roth IRA.
$28.95
Preorder Today! Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner Elearning

Preorder Today! Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner 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! Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner MP3 Audio

Preorder Today! Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner MP3 Audio

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.
$19.95
Preorder Today! Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 11: Retirement Plan Solutions for the Small Business Owner 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! Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements Elearning

Preorder Today! Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements 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! Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements MP3 Audio

Preorder Today! Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements MP3 Audio

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the rules and operational requirements that apply to SEP IRAs.
$19.95
Preorder Today! Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 12: SEP IRAs: From Suitability to Operational Requirements 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! Appleby IRA Training Series Course 2: Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts Elearning

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

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the rules and regulations that govern the movement of assets between retirement accounts.
$44.95
Preorder Today! Appleby IRA Training Series Course 2: Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts MP3 Audio

Preorder Today! Appleby IRA Training Series Course 2: Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts MP3 Audio

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the rules and regulations that govern the movement of assets between retirement accounts.
$19.95
Preorder Today! Appleby IRA Training Series Course 2: Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 2: Rollover Strategies for Asset Consolidation in Retirement Accounts: Rules, Limitations and Exceptions for IRAs and Other Ret Accts MP3 & Handout

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the rules and regulations that govern the movement of assets between retirement accounts.
$28.95
Preorder Today! Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps Elearning

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

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps MP3 Audio

Preorder Today! Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps MP3 Audio

1.5 hrs CRC®, CFP® (pending) 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.
$19.95
Preorder Today! Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 3: Beneficiary Options for IRAs and Employer Sponsored Retirement Plans: Designations, Distributions and Avoiding Traps MP3 & Handout

1.5 hrs CRC®, CFP® (pending) 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.
$28.95
Preorder Today! Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts Elearning

Preorder Today! Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts Elearning

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts MP3 Audio

Preorder Today! Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts MP3 Audio

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the basic concepts of distributions from IRAs and employer sponsored retirement plans, including when and how distributions can be made.
$19.95
Preorder Today! Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 4: An Elementary Approach to Distributions from IRAs, Defined Contribution Plans and 403(b) Accounts MP3 & Handout

1.5 hrs CRC®, CFP® (pending) CE
An introduction to the basic concepts of distributions from IRAs and employer sponsored retirement plans, including when and how distributions can be made.
$28.95
Preorder Today! Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities Elearning

Preorder Today! Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities Elearning

1.5 hrs CRC®, CFP® (pending) 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
Preorder Today! Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities MP3 Audio

Preorder Today! Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities MP3 Audio

1.5 hrs CRC®, CFP® (pending) 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.
$19.95
Preorder Today! Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 5: Required Minimum Distribution Rules for IRAs and Employer Sponsored Retirement Plans: Rules, Roles, and Responsibilities MP3 & Handout

1.5 hrs CRC®, CFP® (pending) 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.
$28.95
Preorder Today! Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps Elearning

Preorder Today! Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps Elearning

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$44.95
Preorder Today! Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps MP3 Audio

Preorder Today! Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps MP3 Audio

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$19.95
Preorder Today! Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 6: Early Distributions from IRAs and Other Retirement Accounts: Penalties, Exceptions to Penalties and How to Avoid Traps MP3 & Handout

1.5 hrs CRC®, CFP® (pending) CE
An explanation of the early distribution penalty that applies to distributions that occur before the retirement account reaches age 59½.
$28.95
Preorder Today! Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations Elearning

Preorder Today! Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations 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! Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations MP3 Audio

Preorder Today! Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations MP3 Audio

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.
$19.95
Preorder Today! Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 7: Roth Conversion Rules, Eligibility Requirements and Limitations 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! Appleby IRA Training Series Course 8: Traditional IRA Funding Options Elearning

Preorder Today! Appleby IRA Training Series Course 8: Traditional IRA Funding Options 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! Appleby IRA Training Series Course 8: Traditional IRA Funding Options MP3 Audio

Preorder Today! Appleby IRA Training Series Course 8: Traditional IRA Funding Options MP3 Audio

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.
$19.95
Preorder Today! Appleby IRA Training Series Course 8: Traditional IRA Funding Options MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 8: Traditional IRA Funding Options 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! Appleby IRA Training Series Course 9: Roth IRA Funding Options Elearning

Preorder Today! Appleby IRA Training Series Course 9: Roth IRA Funding Options 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! Appleby IRA Training Series Course 9: Roth IRA Funding Options MP3 Audio

Preorder Today! Appleby IRA Training Series Course 9: Roth IRA Funding Options MP3 Audio

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.
$19.95
Preorder Today! Appleby IRA Training Series Course 9: Roth IRA Funding Options MP3 & Handout

Preorder Today! Appleby IRA Training Series Course 9: Roth IRA Funding Options 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
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
Principles of Effective One-to-One Communication MP3 Audio

Principles of Effective One-to-One Communication MP3 Audio

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.
$12.95
Principles of Effective One-to-One Communication MP3 & Handout

Principles of Effective One-to-One Communication MP3 & Handout

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.
$18.95
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 as a Time to Reinvent, Rewire and Renew MP3 Audio

Retirement as a Time to Reinvent, Rewire and Renew MP3 Audio

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.
$12.95
Retirement as a Time to Reinvent, Rewire and Renew  MP3 & Handout

Retirement as a Time to Reinvent, Rewire and Renew MP3 & Handout

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.
$18.95
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
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
Social Security Strategies: Optimizing Retirement Benefits MP3 Audio

Social Security Strategies: Optimizing Retirement Benefits MP3 Audio

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.
$12.95
Social Security Strategies: Optimizing Retirement Benefits MP3 & Handout

Social Security Strategies: Optimizing Retirement Benefits MP3 & Handout

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.
$18.95
Sorry you missed this webinar - 2013 03/14 - Elearning & Audio now available for Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions

Sorry you missed this webinar - 2013 03/14 - Elearning & Audio now available for Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions

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.
$49.00 $0.00
Sorry you missed this webinar - 2013 03/28 - Elearning & Audio now available for The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS)

Sorry you missed this webinar - 2013 03/28 - Elearning & Audio now available for The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS)

1 hr CRC®, CFP®
The RCS is the longest-running annual retirement survey of its kind in the nation.
$49.00 $0.00
Sorry you missed this webinar - 2013 04/25 - Elearning & Audio now available for A Case Study of Retirement Planning for a Teacher Approaching Retirement

Sorry you missed this webinar - 2013 04/25 - Elearning & Audio now available for A Case Study of Retirement Planning for a Teacher Approaching Retirement

1 hr CRC®, CFP®
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.
$49.00 $0.00
Sorry you missed this webinar - 2013 05/16 - Elearning & Audio now available for Strategies to Help Maximize Social Security Benefits

Sorry you missed this webinar - 2013 05/16 - Elearning & Audio now available for Strategies to Help Maximize Social Security Benefits

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.
$49.00 $0.00
Sorry you missed this webinar - 2013 06/13 - Elearning & Audio now available for Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

Sorry you missed this webinar - 2013 06/13 - Elearning & Audio now available for Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

1 hr CRC®, CFP® CE
Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.
$49.00 $0.00
Sorry you missed this webinar - 2013 07/18 - Elearning & Audio now available for The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!

Sorry you missed this webinar - 2013 07/18 - Elearning & Audio now available for The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!

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.
$49.00 $0.00
Sorry you missed this webinar - 2013 08/15 - Elearning & Audio now available for Misperceptions and Management of Retirement Risks

Sorry you missed this webinar - 2013 08/15 - Elearning & Audio now available for Misperceptions and Management of Retirement Risks

1 hr CRC®, CFP® CE
Find out what you can do to help increase your clients’ and employees’ chances of retirement success.
$49.00 $0.00
Sorry you missed this webinar - 2013 09/19 - Elearning & Audio now available for Year-end Planning and Compliance Requirements for IRAs

Sorry you missed this webinar - 2013 09/19 - Elearning & Audio now available for Year-end Planning and Compliance Requirements for IRAs

1 hr CRC®, CFP® CE
Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients.
$49.00 $0.00
Sorry you missed this webinar - 2013 10/17 - Elearning & Audio now available for Behavioral Insights to Improve Retirement Security

Sorry you missed this webinar - 2013 10/17 - Elearning & Audio now available for Behavioral Insights to Improve Retirement Security

1 hr CRC®, CFP® CE
Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
$49.00 $0.00
Sorry you missed this webinar - 2013 11/20 -  Elearning & Audio now available for The Stage is Set for Serving the Mid-Market

Sorry you missed this webinar - 2013 11/20 - Elearning & Audio now available for The Stage is Set for Serving the Mid-Market

1 hr CRC®, CFP® CE
Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.
$49.00 $0.00
Sorry you missed this webinar - 2013 12/09 -  Elearning & Audio now available for Don't Let Disability Derail Retirement Security

Sorry you missed this webinar - 2013 12/09 - Elearning & Audio now available for Don't Let Disability Derail Retirement Security

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 01/22 - Elearning & Audio now available for Enough About the Assets Already!

Sorry you missed this webinar - 2014 01/22 - Elearning & Audio now available for Enough About the Assets Already!

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 02/13 - Elearning & Audio now available for Money for Life: Help your plan participants avoid going broke in retirement

Sorry you missed this webinar - 2014 02/13 - Elearning & Audio now available for Money for Life: Help your plan participants avoid going broke in retirement

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 03/19 - Elearning & Audio now available for Investing in Bonds in a Rising Rate Environment

Sorry you missed this webinar - 2014 03/19 - Elearning & Audio now available for Investing in Bonds in a Rising Rate Environment

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 05/15 - Elearning & Audio now available for How to Protect Your Retirement From Unexpected Disability

Sorry you missed this webinar - 2014 05/15 - Elearning & Audio now available for How to Protect Your Retirement From Unexpected Disability

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 06/12 - Elearning & Audio now available for What's Trending in the Field of Aging? Connecting the Dots with Financial Services

Sorry you missed this webinar - 2014 06/12 - Elearning & Audio now available for What's Trending in the Field of Aging? Connecting the Dots with Financial Services

1 hr CRC®, CFP® CE
Boomers are redefining aging in retirement and heralding in new community movements, technology and services.
$49.00 $0.00
Sorry you missed this webinar - 2014 07/16 - Elearning & Audio now available for The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups

Sorry you missed this webinar - 2014 07/16 - Elearning & Audio now available for The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 08/21 -  Elearning & Audio now available for Principles of Effective One-to-One Communication

Sorry you missed this webinar - 2014 08/21 - Elearning & Audio now available for Principles of Effective One-to-One Communication

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 09/18 - Elearning & Audio now available for Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting

Sorry you missed this webinar - 2014 09/18 - Elearning & Audio now available for Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting

1 hr CRC®, CFP® CE
Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax.
$49.00 $0.00
Sorry you missed this webinar - 2014 11/12 -  Elearning & Audio now available for What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness

Sorry you missed this webinar - 2014 11/12 - Elearning & Audio now available for What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness

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.
$49.00 $0.00
Sorry you missed this webinar - 2014 12/17 - Elearning & Audio now available for Managing Retirement Income

Sorry you missed this webinar - 2014 12/17 - Elearning & Audio now available for Managing Retirement Income

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.
$49.00 $0.00
Sorry you missed this webinar - 2015 01/29 - Elearning & Audio now available for Off With Your (Rule of) Thumbs!

Sorry you missed this webinar - 2015 01/29 - Elearning & Audio now available for Off With Your (Rule of) Thumbs!

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.
$49.00 $0.00
Sorry you missed this webinar - 2015 02/04 - Appleby IRA Training Series Course 1: An Intro to Rollover & Transfers Rules for Retirement Accts - Rebroadcast date to be released soon!

Sorry you missed this webinar - 2015 02/04 - Appleby IRA Training Series Course 1: An Intro to Rollover & Transfers Rules for Retirement Accts - Rebroadcast date to be released soon!

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.
$69.00 $0.00
Sorry you missed this webinar 2015 02/25 - Appleby IRA Training Series Course 2: Rollover Strategies for Asset Consolidation in Retirement Accounts - Elearning, Audio & Rebroadcast date to be released
$69.00 $0.00
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
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions MP3 Audio

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions MP3 Audio

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.
$12.95
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions MP3 & Handout

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions MP3 & Handout

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.
$18.95
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 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) MP3 Audio

The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) MP3 Audio

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.
$12.95
The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) MP3 & Handout

The 2013 EBRI/Greenwald Retirement Confidence Survey (RCS) MP3 & Handout

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.
$18.95
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 Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups MP3 Audio

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups MP3 Audio

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.
$12.95
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups MP3 & Handout

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups MP3 & Handout

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.
$18.95
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
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