International Foundation for Retirement Education (InFRE)
We are the professional development partner of the International Foundation for Retirement Education® (InFRE).
The Retirement Resource Center provides retirement-specific training and education programs by leading experts so Certified Retirement Counselors and other retirement professionals make decisions that fortify their client’s retirement security and peace of mind. We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost thirty years in the financial industry. We are pleased to offer you a terrific selection of retirement-specific professional development courses in a variety of media formats. New courses are added on a monthly basis.
BEST VALUE: Become a Member for $99 or $199 and
SAVE on CE with FULL ACCESS Memberships
receive access to 50+ courses and InFRE Ethics.
Individual courses (see below) are $29 each.
- Easily manage your professional development by scheduling courses of interest and tracking your progress on our learning management system.
- No quiz monthly live courses and weekly rebroadcasts – The best way to earn CE throughout the year! Courses are initially delivered as live webinars, when you have the opportunity to ask the expert questions.
- Recorded webinars (online elearning courses) – Browse our selection of courses and enroll to view when convenient. Our recorded webinar or MP3 options make it convenient for you to learn and acquire CE credit in the format and time-frame that fits your busy life.
- A printable certificate is available immediately upon completion. CRC® and CFP® credit will be reported to the respective certifying organization for you. You are responsible for self-reporting other designation CE.
What Members Say
We are a CFP Board of Standards CE Quality Partner
- I enjoy the webinars because they inform us of topics we don’t know too much about.
It’s an experience where you come out with acquired knowledge. Thank you!
- The courses are interesting and show us things to look for and better serve our members.
- OUTSTANDING! I love being in this profession!!!
InFRE® Ethics courses are also available!
We offer InFRE ethics courses for $29 each or you may access with a $99 or $199 Membership.
Click on the links in the table below to view 50+ courses on these topics:
Choose from 50+ high-quality, informative webinars by today's leading experts.
|A - F||F - M||N - T||T - Z
10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Fitting Home Equity into a Retirement Income Strategy
No Portfolio is an Island
The Holy Grail of Retirement: How to increase income and growth while improving liquidity
|A 21st Century Connection: Health and Wealth|
|Grey Divorce and Retirement|
|Off With Your (Rule of) Thumbs!|
|The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Housing for Retirees: Buy, Sell or Hold?
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau
The Silver Tsunami and Long-Term Care
|Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival|
|How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement|
|Pensionizing Your (Client’s) Nest Eggs: What, How and Why?|
|The Stage is Set for Serving the Mid-Market
Behavioral Insights to Improve Retirement Security
How to “Pensionize” Any IRA or 401(k) Plan
Principles of Effective One-to-One Communication
Three Steps to Helping Clients Manage Health Care Costs in Retirement
Boost Retirement Security with HSAs: Why Financial Planners and Advisors Should Add HSAs to Client Retirement Strategies
Roy Ramthun and Aaron Benway
Integrating Home Equity and Retirement Savings through the "Rule of 30"
Neuwirth and Sacks
Protecting Your Clients from Financial Elder Fraud
Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
|Changing Behavior or Changing Attitudes|
|Introduction to Managing Retirement Income|
|Retirement as a Time to Reinvent, Rewire, and Renew|
|Understanding Communication Styles
|Don't Let Disability Derail Retirement Security|
Rappaport and Kaleda
|Investing in Bonds in a Rising Rate Environment|
|Retirement Happiness: Planning for a Successful Transition|
|What Advisors Need to Know About Qualified Longevity Annuity Contracts
Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
|Enough About the Assets Already!|
|Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement|
|Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions|
|What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Estimating the True Cost of Retirement
Maximizing Your Clients’ Social Security
Tax-Efficient Draw Downs in Retirement
Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
Finding Optimized Income Strategies for Middle Market Clients
Misperceptions and Management of Retirement Risks
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
Greenwald and Bogosian
Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
|Finding the Gold in Gray: Keys to Serving Boomers and Older Clients|
|Money for Life: Help your plan participants avoid going broke in retirement|
|The DOL Fiduciary Rule and Your Duty of Care|
|Year-end Planning and Compliance Requirements for IRAs