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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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
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
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
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®, 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 for Professionals PDF Ebook

Introduction to Managing Retirement Income for Professionals PDF Ebook

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 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
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
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
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
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 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
The Stage is Set for Serving the Mid-Market MP3 Audio

The Stage is Set for Serving the Mid-Market MP3 Audio

1 hr CRC®, CFP® CE
Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.
$12.95
The Stage is Set for Serving the Mid-Market MP3 & Handout

The Stage is Set for Serving the Mid-Market MP3 & Handout

1 hr CRC®, CFP® CE
Retirement savings in IRA accounts exceeded those in employer-sponsored defined contribution plans in 2007.
$18.95
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
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
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
What's Trending in the Field of Aging? Connecting the Dots with Financial Services MP3 Audio

What's Trending in the Field of Aging? Connecting the Dots with Financial Services MP3 Audio

1 hr CRC®, CFP® CE
Boomers are redefining aging in retirement and heralding in new community movements, technology and services.
$12.95
What's Trending in the Field of Aging? Connecting the Dots with Financial Services MP3 & Handout

What's Trending in the Field of Aging? Connecting the Dots with Financial Services MP3 & Handout

1 hr CRC®, CFP® CE
Boomers are redefining aging in retirement and heralding in new community movements, technology and services.
$18.95
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
Year-end Planning and Compliance Requirements for IRAs MP3 Audio

Year-end Planning and Compliance Requirements for IRAs MP3 Audio

1 hr CRC®, CFP® CE
Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients.
$12.95
Year-end Planning and Compliance Requirements for IRAs MP3 & Handout

Year-end Planning and Compliance Requirements for IRAs MP3 & Handout

1 hr CRC®, CFP® CE
Mistakes, including missing critical deadlines, can result in avoidable penalties and missed opportunities for your clients.
$18.95
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