Retirement CE Courses On-demand

Our On-demand Courses

Meet your CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts, from overview to advanced difficulty. Courses are pre-approved for CFP®, CRC®, American College, College for Financial Planning, ASPPA and many other designation CE credit. 

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

Our on-demand courses are available for purchase individually at $29 each.

On-demand courses are recordings of our past live webinars, typically one (1) hour in length.

As self-study courses, they require earning a 70% score on the quiz to be awarded CE credit. 

We report CE earned directly to the CFP Board and the International Foundation for Retirement Education (InFRE) on your behalf. 

On-demand Courses by retirement and income planning phase.

Click on the titles below to learn more and purchase.

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

Alphabetical List of On-demand Courses

Click on the titles below to learn more and purchase.

A - F G - N N - T T - Z
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
No Portfolio is an Island David Blanchett