Signature Professional Development Resources
Do you need more retirement income planning knowledge to help your clients make informed decisions?
Do you want a highly credible and accredited certification that acknowledges your retirement expertise?
Do you want a great way to differentiate yourself to your prospects and clients?
Our Signature Series of Training and Education Resources provides you with solutions necessary for you to develop your own professional signature strategy in the specialized areas of retirement and income planning. Whichever stage of Retirement Literacy best describes you, there is a Signature Series product that will meet your need to learn more by providing you with the right educational resource at a savings.
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Learn how to create a retirement income plan with The Retirement Professional's Guide for Managing Retirement Income Package, a must for any retirement professional who wants to focus on this growing specialty.
This multi-format, self-study course teaches a retirement income process from accumulation planning through decumulation so you can create practical solutions for each client and address potential income gaps before they occur. The Strategies for Managing Retirement Income Package includes:
- 300-page print book, The Retirement Professional's Guide to Managing Retirement Income containing case study and sample planning worksheets to reinforce application of the planning process (see excerpt here).
- Online audio-visual Strategies for Managing Retirement Income Elearning course (watch excerpt here).
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Become a Certified Retirement Counselor® (CRC®) and be recognized as a dedicated retirement professional.
Because the CRC® is an independently accredited, retirement-specific program, earning this certification tangibly demonstrates that you adhere to our Code of Ethics, are committed to ongoing education, and have the knowledge and experience necessary to be recognized as a true retirement professional and industry leader. The CRC® can complement other professional certifications while creating opportunities to meet CE requirements. Certification requirements include successful completion of a 200 question exam, meeting eligibility requirements, and background check. Be sure to visit http://www.InFRE.org at least 90 days before you wish to take the exam to review all requirements and to register as a CRC® candidate. Study guides are available at a savings as the Bundle of CRC® Study Guides or individually per below:
CRC® 1 - Fundamentals of Retirement Planning CRC® 2 - Fundamentals of Investments CRC® 3 - Fundamentals of Retirement Plan Design CRC® 4 - Fundamentals of Retirement Income Planning
Note: Each CRC® Course has been approved for 7.5 hours of CFP® CE credit; click here to view state insurance CE credit. Contact Kathy Kull at kkull@infrerrc.com or 847-686-0440 x105 for more information.
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Educate your clients with the Managing Your Retirement Income Workshop, and let them know your retirement income expertise.
One of the best ways to promote your retirement income expertise is to educate your clients directly. We’ve taken the work out of this by designing the “Managing Your Retirement Income” educational workshop for you to deliver to the people who matter most to your business ─ your clients and prospects. They will learn how retirement income planning differs from saving for retirement, and how to make informed decisions. Workshop license includes:
- 75-90 minute, FINRA-reviewed PowerPoint, complete with audience-interactive calculators ( see calculator demo here).
- Four-color Course Workbooks (demo) and Income Planning Worksheet booklets (demo)
- Fully-scripted presenter’s guide, easy access online "Train-the-Trainer" course ( see excerpt here), and MP3 audio download