Retirement Income Management CFP® CE Credit

Retirement Income Management CFP® CE Credit
How can I make my retirement income last as long as I live?


This is the question being asked by the 78 million American baby boomers nearing or in retirement, who expect to live longer than their predecessors, have higher lifestyle expectations, and who have worked a lifetime toward a golden retirement.


As a financial advisor, a service provider, a public or private employer, you are regarded as the expert who can guide current and future retirees through the maze of sometimes contradictory information, while tailoring solutions to the unique circumstances of each individual. Whatever your professional background, you want to know: How can I fortify my retirement income management expertise?


IRRC Courses in Retirement Income Management We are here to help you close the retirement readiness and income management information gap. We have provided training for over 15,000 financial professionals since 2005. The key to success in planning retirement income is to identify and manage the risks and opportunities inherent within each individual's situation. Specialization in intelligent retirement income managment will allow you to develop expertise that few retirement professionals have.


If you are interested in earning CE for certifications in addition to the CFP®, click here to see other credit conferred by these courses.

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05/18/2016 - Live Webinar - A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann

05/18/2016 - Live Webinar - A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps - Sandra Timmermann

1 hr CFP® (pending), CRC®, PACE CE

As our clients age, some of them will develop diseases such as Alzheimer's or other dementias. What are some steps that might be taken if a client's behavior changes due to cognitive impairment?

$39.00
A Case Study of Retirement Planning for a Teacher Approaching Retirement - Chuck Yanikoski - Elearning

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

1 hr CRC®, CFP® CE
There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011.
$29.00
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
Behavioral Insights to Improve Retirement Security - Jodi DiCenzo, CFA, CPA - Elearning

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

1 hr CRC®, CFP® CE
Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
$29.00
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
Don't Let Disability Derail Retirement Security - Rappaport and Kaleda

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

1 hr CFP®, CRC®, PACE CE

Gain insight into the unintended consequences that expose disabled employees to retirement security risk, caused by the shift from defined benefit to defined contribution plans.

$39.00
Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! - Michael Falk

1 hr CFP®, CRC®, PACE CE
The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement.
$39.00
Finding Optimized Income Strategies for Middle Market Clients - Manish Malhotra - Elearning

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

1 hr CRC®, CFP® CE
There are many alternative income strategies that can be used in isolation or in combination with total-return-based systematic withdrawal plan (SWP).
$29.00
Finding 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
Housing for Retirees: Buy, Sell or Hold? - Michael Falk

Housing for Retirees: Buy, Sell or Hold? - Michael Falk

1 hr CFP®, CRC®, PACE CE

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

$39.00
Individual Retirement Accounts PDF Download Course

Individual Retirement Accounts PDF Download Course

2.5 hrs CRC® CE

This course presents the fundamentals of Individual Retirement Accounts.

$35.00
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® & PACE, 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 hrs CFP® & PACE, 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.
$125.00
Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

Introduction to Managing Retirement Income for Professionals - PDF Ebook - Seibert

2.5 hrs CRC® CE
How is planning for retirement income different than it was in the past? Learn of the key challenges facing retirees today.
$79.00
Introduction to Managing Retirement Income - Kevin Seibert

Introduction to Managing Retirement Income - Kevin Seibert

1 hr CFP®, CRC®, PACE CE

Help your clients manage their retirement risks and better meet their retirement income needs whether they be for more income, consistency of income, access to wealth, or legacy desires.

$39.00
Investing in Bonds in a Rising Rate Environment - Greg Prost - Elearning

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

1 hr CRC®, CFP® CE
It’s difficult to generate strong positive returns in the fixed income markets when bond yield levels are at historically low levels.
$29.00
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 - Michael Falk

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

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

Misperceptions and Management of Retirement Risks - Carol Bogosian

1 hr CFP®, CFP®, PACE CE

Gain insight into how to help employees and clients better understand, prepare for and manage their retirement risks based on fifteen years of research conducted by the Society of Actuaries.

$39.00
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
Money for Life: Help your plan participants avoid going broke in retirement - Steve Vernon - Elearning

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

1 hr CRC®, CFP® CE
People with a DC plan as their primary saving vehicle have not only the personal responsibility of funding their retirement, but they are at risk of running out of money.
$29.00
No Portfolio Is An Island - David Blanchett

No Portfolio Is An Island - David Blanchett

1 hr CFP®, CRC®, PACE CE

Gain insight into how important it is that we help our clients prepare financially for retirement by considering their total wealth, and not only their investable assets.

$39.00
Retirement as a Time to Reinvent, Rewire and Renew - Diane Savage - Elearning

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

1.5 hrs CRC®, 1 hr CFP® CE
Good retirement planning looks beyond just the financial aspects. Learn a holistic model accounting for the cultural, social and personal factors retirees will face.
$29.00
Retirement 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 Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

$39.00
Social Security Strategies: Optimizing Retirement Benefits - Dr William Reichenstein - Elearning

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

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

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

1 hr CRC®, CFP® CE
Reverse mortgages for the mid-market’s largest asset, home equity, may now have a place in mainstream investment and cash management during retirement.
$29.00
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
Tax-Efficient Draw Downs in Retirement - Stephen Horan

Tax-Efficient Draw Downs in Retirement - Stephen Horan

1 hr CFP®, CRC®, PACE CE

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

$39.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

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

1 hr CFP®, CRC®, PACE 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.

$39.00
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! - Cindy Hounsell -  Elearning

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

1 hr CRC®, CFP® CE
In an estimated 36.5 million households across the country, an adult is providing unpaid care to a family member.
$29.00
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! MP3 Audio

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! MP3 Audio

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.
$12.95
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! MP3 & Handout

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too! MP3 & Handout

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.
$18.95
The Stage is Set for Serving the Mid-Market - Betty Meredith

The Stage is Set for Serving the Mid-Market - Betty Meredith

1 hr CFP®, CRC®, PACE CE

Gain a better understanding and awareness of the needs, research insights, planning approaches, retirement products, federal regulations that set the stage for serving the needs of this market.

$39.00
Understanding Disability: Financial and Retirement Planning Considerations - Miller and Haglund - Elearning

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

1.5 hrs CRC®, CFP® CE
The chance that you or a client might suffer a long-term disability is more common than you might think, and this risk increases with each year we age.
$29.00
Understanding Disability: Financial and Retirement Planning Considerations MP3 Audio

Understanding Disability: Financial and Retirement Planning Considerations MP3 Audio

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.
$12.95
Understanding Disability: Financial and Retirement Planning Considerations MP3 & Handout

Understanding Disability: Financial and Retirement Planning Considerations MP3 & Handout

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.
$18.95
Up to 32% $AVINGS - Purchase elearning courses in multiples of 3!

Up to 32% $AVINGS - Purchase elearning courses in multiples of 3!

Only need a few CE credits?
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!
$117.00 $75.00
What's Trending in the Field of Aging? Connecting the Dots with Financial Services - Sandra Timmermann

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

1 hr CFP®, CRC®, PACE CE

 

Boomers are redefining aging in retirement and heralding in new community movements, technology and services.

$39.00
Year-end Planning and Compliance Requirements for IRAs - Denise Appleby

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

1 hr CFP®, CRC®, PACE CE

Gain new insights and important reminders about how to help clients, employees, family and friends protect their retirement savings from avoidable penalties.

$39.00
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