Retirement Continuing Education and Professional Development

Retirement is the name of the game in asset management today.

Stay up-to-date and be a true retirement professional with access to 50+ courses.

Registered investment adviser (RIA) firms, financial planners, banks and insurance professionals are now competing with Robo-Advisors and other electronic forms of asset management platforms. In addition, retirement income planning has changed a LOT in the retirement world over the last 10 years due to new research and thought leaders like David Blanchett, Wade Pfau, Steve Vernon, Curtis Cloke, Michael Falk, Jamie Hopkins, Shelley Giordano, Brad Breeding, Denise Appleby, Bob Mauterstock, Lili Vasileff, and almost 40 other national conference-level retirement speakers who we make available to you at your desk, on your tablet or on your phone.

Our 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 plan advisors and educators. Meet your CFP®, CRC®, CRPC, CIMA, CPWA, RMA, ASPPA, and American College Professional Recertification CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty.

Be their advisor of choice with our convenient and valuable retirement CE courses.

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.

We'll help you be a 21st Century retirement and income planning advisor

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.

Save on 50+ courses with a subscription.

Our subscriptions are the easiest and most cost-effective way for retirement professionals like you to become and stay up-to-date with the current thinking in retirement. We offer two subscription levels that each offer full access to all our CE courses (see below). The primary difference is between the number of no-quiz, live or rebroadcast courses available during your subscription. 

Compare options

Single Courses

NO-QUIZ WEBINARS + ON-DEMAND COURSES
$ 29 each
  • 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
$ 99 for 90 Days access
  • 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
Most Popular

Annual Premier

Become a Retirement Expert
$ 199 unlimited access for 1 year
  • 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
Best Value
30dayriskfree

Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

Not familiar with on-demand courses? We help you be sure you’re comfortable navigating our online system. We are committed to making our courses and subscriptions user-friendly. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

See our current course list below

PLAN for Retirement Readiness PROTECT the Plan from Retirement Risks PROTECT the Plan from Retirement Risks PROVIDE Retirement Income for Life PROVIDE Retirement Income for Life
No Portfolio is an Island David Blanchett
Women and Retirement Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith
Medicare Advantage vs. Medigap: Which plan is right for your clients? Joanne Giardini-Russell and Cameron Giardini