Become a 21st Century Retirement Advisor with Continuing Education Courses By Today’s Experts.
We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).
Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.
Our individual courses and Professional Development Subscription Programs are designed to serve your needs as a retirement professional in the 21st Century Retirement which requires that advisors take a holistic approach when managing the retirement assets, income, and risks of the middle mass and mass affluent markets.
Topics and speakers are chosen especially for retirement professionals, financial advisors, accountants, call center professionals, support staff, and public sector defined benefit, hybrid and defined contribution educators.
Whether you choose any of the individual courses listed below or purchase a subscription, we’ll report the continuing education you earn directly to the CFP Board and the International Foundation for Retirement Education (InFRE) on your behalf.
Courses are grouped by the three components of retirement and income planning.
Retirement readiness is holistic. It’s not just financial readiness.
Retirement risks can torpedo even the best-laid plans.
Retirement income planning is more complex than accumulation.
Set your continuing education on autopilot by becoming a Subscriber.
Single Courses
NO-QUIZ WEBINARS + ON-DEMAND COURSES-
Ideal for when you need three (3) or less CE credits
-
Select individual courses you prefer
-
Choose from our weekly no-quiz live webinars or rebroadcasts, or more than 50 on-demand courses with quiz
-
Fulfills CFP®, CRC®, American College, College for Financial Planning, RMA, ASPPA and other CE credit
ALL ACCESS
Save on Continuing Education-
Ideal for when you need four (4) to ten (10) CE credits
-
Full access to three (3) no-quiz live webinars and 10 rebroadcast webinars during 90-day subscription
-
*PLUS* access to 50+ on-demand courses during your 90-day subscription.
-
Fulfills CFP®, CRC®, American College, College for Financial Planning, RMA, ASPPA and other CE credit
Annual Premier
Become a Retirement Expert-
52 opportunities to earn CE without need to take a quiz
-
Unlimited access to 12 monthly and 40 weekly rebroadcast no-quiz webinars
-
*PLUS* access to 50+ on-demand webinars.
-
Fulfills CFP®, CRC®, American College, College for Financial Planning, RMA, ASPPA and other CE credit