International Foundation for Retirement Education® (InFRE)

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

Full access to 50+ CE Courses - Compare memberships - 90 Days/$99 or 365 Days/$199

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 - FF - MN - TT - Z
REBROADCAST
09/11/2018

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby
REBROADCAST
05/01/2018

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

No Portfolio is an Island
David Blanchett
REBROADCAST
08/07/2018

The Holy Grail of Retirement: How to increase income and growth while improving liquidity
Curtis Cloke
A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni
Grey Divorce and Retirement
Andrew Samalin
Off With Your (Rule of) Thumbs!
Michael Falk
The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Cindy Hounsell

A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps
Sandra Timmermann

Housing for Retirees: Buy, Sell or Hold?
Michael Falk
REBROADCAST
11/06/2018

Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans
Steve Vernon and Wade Pfau

The Silver Tsunami and Long-Term Care
Nyal Bischoff
Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Matthew Greenwald
Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen
The Stage is Set for Serving the Mid-Market
Betty Meredith

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon

Principles of Effective One-to-One Communication
Joe Tabers
REBROADCAST
02/27/2018

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes
REBROADCAST
06/05/2018

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
David Kessler

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby
Changing Behavior or Changing Attitudes
Diane Savage
Introduction to Managing Retirement Income
Kevin Seibert
Retirement as a Time to Reinvent, Rewire, and Renew
Diane Savage
Understanding Communication Styles
Joe Tabers
Don't Let Disability Derail Retirement Security
Rappaport and Kaleda
Investing in Bonds in a Rising Rate Environment
Greg Prost
Retirement Happiness: Planning for a Successful Transition
John Nelson
What Advisors Need to Know About Qualified Longevity Annuity Contracts
Gary Baker

Elder Law Basics: Long Term Care Medicaid & Asset Protection Planning for Seniors
Amber Woodland
REBROADCAST
12/04/2018

IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust
Rex Hogue

Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer
Shelley Giordano

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
John Nelson
Enough About the Assets Already!
Michael Falk
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
Michael Falk
Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
John Salter
What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann
REBROADCAST
03/06/2018

Estimating the True Cost of Retirement
David Blanchett
REBROADCAST
10/02/2018

Maximizing Your Clients’ Social Security
Matthew Allen

Tax-Efficient Draw Downs in Retirement
Stephen Horan
REBROADCAST
04/03/2018

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge
Brad Breeding

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra

Misperceptions and Management of Retirement Risks
Carol Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
Greenwald and Bogosian
REBROADCAST
07/10/2018

Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan
Money for Life: Help your plan participants avoid going broke in retirement
Steve Vernon
The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin
Year-end Planning and Compliance Requirements for IRAs
Denise Appleby