Advisor education

Are you looking for credible, practical resources that teach not only you what you need to know about managing retirement income, but also show you how?

Since 2005, over 15,000 advisors have participated in our retirement income management training programs for professionals to understand how to plan for and manage retirement income and risks.

By using a six-step holistic approach, you'll learn about the challenges of managing income over a period of uncertain length and expense, as well as how the definition of risk changes during retirement.

Introductory and intermediate-level programs for professionals on managing retirement income are available in elearning, print, and audio formats.

Most of the courses below meet InFRE CRC®, state insurance, and CFP® annual continuing education requirements.

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Individual Retirement Accounts PDF Download Course

2 hrs of CRC^® & CFP^® CE

This course presents the fundamentals of Individual Retirement Accounts.

$35.00

InFRE Ethics I Elearning

*2 hours of CRC^® CE*
This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.

$29.00

InFRE Ethics I MP3 Audio

*2 hours of CRC^® CE*

This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.

$12.95

InFRE Ethics I MP3 & Handout

*2 hours of CRC^® CE*

This course discusses several ethical decision-making frameworks and takes a practical approach to handling ethical dilemmas in the retirement setting.

$18.95

Introduction to Managing Retirement Income Elearning

*1.5 hours of CRC CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$29.00

Introduction to Managing Retirement Income MP3 Audio

*1.5 hours of CRC CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$12.95

Introduction to Managing Retirement Income MP3 & Handout

*1.5 hours of CRC CE*

How is planning for retirement income different than it was in the past? Learn of the key challenges retirees facing today.

$18.95

Retirement as a Time to Reinvent, Rewire and Renew Elearning

*1.5 hours of CRC^® 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

*1.5 hours of CRC^® 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

*1.5 hours of CRC^® 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

CRC®, CFP®, & State Insurance 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

CRC®, CFP®, & State Insurance CE

Looking for the most in-depth, authoritative professional resource available on retirement income? The Professional's Guide covers the latest in new concepts and strategies specific to distribution planning.

$99.00