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CFP BOARD - CE Quality Partner - Retirement Resource Center

CFP BOARD – CE Quality Partner – Retirement Resource Center

Our continuing education memberships 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.

Meet 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.

 
Single courses - $29 each

No-quiz webinars and online CE courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or online courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.
See individual courses here.

Visit online store
60+ Courses - 90 Days - $99

Full Access Membership – 90 Days for $99

Save on CE with full access to all 60+ online courses! You also receive access to all no-quiz live webinars and rebroadcasts held within your 90 day membership, only $99 for 90 Days.
Learn more: 60+ courses – 90 Days/$99

90 Days/$99 Purchase Now!
60+ Courses - 365 Days - $199

Annual Premier Membership – Year $199

Easiest way to earn CE! Attend monthly no-quiz live and weekly rebroadcast webinars, with full access to all 60+ online courses and presentation notes for an entire year, Pain-free CE just $199 for 365 Days.
Learn more: 60+ courses – 365 Days/$199

365 Days/$199 Purchase Now!
 

Members have 24/7 access to 60+ online courses and weekly opportunities to earn no-quiz CE

We provide weekly opportunities for you to earn CE on important retirement topics that will help you serve your clients well and on important retirement topics that will help you serve your clients well and compete. All of the 60+ no-quiz webinars and on-demand courses below are available separately for $29 each, or included with no extra charge with both levels of membership.

  • No exam is required for the monthly live or weekly rebroadcast webinars — the best way to painlessly earn CE throughout the year!
  • Receive full access to 60+ courses for 365 days for only $199 or 90 days for $99. You can earn over 50 CE credits a year without the need for additional exams by taking advantage of the weekly webinars included with your membership.
  • Live webinars become available in on-demand webinar or audio (MP3 download) + handout formats, making it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life
  • A printable certificate is available certifying that you successfully earned CE credit after you take an on-demand webinar and/or audio course and pass the online quiz.

Save time, save money! Beat the rush with no need to cram before your renewal deadline by attending quiz-free webinars throughout the year.

30 Day Risk-Free Guarantee

Your satisfaction is guaranteed.

We know that you will be pleased with your purchase of any of our courses or membership 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 online courses?

We help you be sure you’re comfortable navigating our online system.
We pride ourselves on our work to make our courses and memberships user-friendly. Just contact our customer service department by email anytime or by phone 847.686.0440×105 during regular business hours.

 

Members receive FULL ACCESS to all of the following live, rebroadcast, and on-demand webinars!

Choose from 60+ high-quality, informative webinars by today's leading experts.

A - GH - MN - TT - Z

10 Essential IRA Tips for Helping Clients Save Taxes and Avoid Penalties
Denise Appleby

Housing for Retirees: Buy, Sell or Hold?
Michael Falk

No Portfolio is an Island
David Blanchett

The DOL Fiduciary Rule and Your Duty of Care
Blaine Aikin

A 21st Century Connection: Health and Wealth
Ron Mastrogiovanni

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement
Mathew Greenwald and Cindy Levering

Off With Your (Rule of) Thumbs!
Michael Falk

The Holy Grail of Retirement: How to increase income and growth while improving liquidity
Curtis Cloke

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

How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies
Wade Pfau

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

The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
Cindy Hounsell

Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival
Bruce McPherson

How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies
William Meyer

Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
Alexandra MacQueen

The Platinum Retirement Challenge - Gray Divorce
Lili Vasileff
LIVE WEBINAR
12/13/2018

Advance Care Planning: A Critical Component for Building Client Relationships
Paul Malley

How to “Pensionize” Any IRA or 401(k) Plan
Steve Vernon
REBROADCAST
12/17/2018

Plan for the 21st Century Retirement
Steve Vernon

The Silver Tsunami and Long-Term Care
Nyal Bischoff

Behavioral Insights to Improve Retirement Security
Jodi DiCenzo

How to Protect an Aging Client’s or Adult Child’s Retirement Security from a Medical Crisis
Annalee Kruger

Principles of Effective One-to-One Communication

Joe Tabers

The Stage is Set for Serving the Mid-Market
Betty Meredith

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
REBROADCAST
12/27/2018

Protecting Your Clients From Financial Abuse
Bob Mauterstock

Three Steps to Helping Clients Manage Health Care Costs in Retirement
David Armes

Changing Behavior or Changing Attitudes

Diane Savage

Introduction to Managing Retirement Income
Kevin Seibert

Protecting Your Clients from Financial Elder Fraud
David Kessler

Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
Denise Appleby

Don't Let Disability Derail Retirement Security
Rappaport and Kaleda

Investing in Bonds in a Rising Rate Environment
Greg Prost

Retirement as a Time to Reinvent, Rewire, and Renew

Diane Savage

Understanding Communication Styles

Joe Tabers

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

Retirement Happiness: Planning for a Successful Transition

John Nelson

What Advisors Need to Know About Qualified Longevity Annuity Contracts
Gary Baker

Enough About the Assets Already!

Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement

Michael Falk

Retirement Planning Beyond the Dollars and Cents
Robert Laura

What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
John Nelson

Estimating the True Cost of Retirement
David Blanchett

Maximizing Your Clients’ Social Security
Matthew Allen

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

What's Trending in the Field of Aging? Connecting the Dots with Financial Services
Sandra Timmermann

Finding Optimized Income Strategies for Middle Market Clients
Manish Malhotra
REBROADCAST
11/19/2018

Medicare 101 – The As, Bs, Cs, and Ds of Medicare
Erin Fisher
REBROADCAST
11/28/2018

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects
Heather Schreiber

Where Senior Living and Retirement Planning Intersect, Opportunities Emerge

Brad Breeding

Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
Michael Sullivan

Misperceptions and Management of Retirement Risks
Carol Bogosian

Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions
John Salter

Women and Retirement
Cindy Hounsell, Mary Beth Franklin, Shelley Giordano, Betty Meredith

Fitting Home Equity into a Retirement Income Strategy
Wade Pfau

Money for Life: Help your plan participants avoid going broke in retirement
Steve Vernon

Tax-Efficient Draw Downs in Retirement
Stephen Horan

Year-end Planning and Compliance Requirements for IRAs
Denise Appleby

Grey Divorce and Retirement
Andrew Samalin

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups

Greenwald and Bogosian

Low-stress CE to help you compete and spend more time on client relationships

Retirement assets are the name of the game in today’s investment management world.

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. A high-touch approach such as expanding your services to include more in-depth and broader retirement planning can provide needed adviser training, help you solidify your client relationships, and earn sincere referrals from them for new business.

 

Which retirement-specific professional development package is right for you?

In addition to individual courses, we are offer two membership levels that each offer full access to all our CE courses. The differences between the levels are in number of no-quiz, live or rebroadcast courses available during the time you have access. Be part of a community of true retirement professionals committed to keeping up on retirement-specific topics and trends by choosing the level that’s right for you.

Individual Courses

$29

each

  • Access to one (1) CE live or rebroadcast no-quiz webinar or one online course (with online quiz)
  • Access to presentation handout for notes
  • Access to the self study, on-demand webinar and MP3 version; exam required; printable instant results
  • Free CFP® and/or CRC® reporting ($15 value) (self-report other certifications)
View course list
Single Courses - Add to cart

Full Access

$99

for 90 days

  • Access to all weekly no-quiz live/rebroadcast CE webinars held during 90 days membership (approximately twelve)
  • 24/7 Full access to 60+ online courses, quiz required for CE
  • Full access pdf presentation handouts for notes on all courses
  • Full access to 60+ MP3 versions of self study, on-demand webinars to listen while driving, exercising, etc. for 90 days
  • You may apply your $99 membership fee toward 365-Days/$199 Membership before 90 Day membership expires!
Learn more!
$99 Register & Purchase Now!

Annual Premier

$199

per year

  • Full access to twelve (12) monthly live retirement CE webinars and twelve (40) rebroadcast webinars; no exams required
  • Full access to over 60 self study, on-demand webinars for 365 days; exams required for CE
  • Full access to over 60 presentation handouts for notes
  • Full access to MP3 versions of over 50 self study, on-demand webinars to listen while driving, exercising, etc. for 365 days
  • Printable instant results for self study, on-demand webinar exams
  • Free CFP®, CRC®, reporting ($15 value per course completed) – you self-report American College, ASPPA, other credit
  • Receive notification of quarterly newsletter, Retirement Insight and Trends, for additional CE opportunities
  • Receive monthly reminders to attend 52 live webinars, the easiest way to earn CE
  • Spread your CE time into just an hour a month over 12 months
Learn more!
$199 Register & Purchase Now!
 

Only interested in certain retirement topics?

There are three components to retirement and income planning. Choose by the subjects that are most important to you!

PLAN for Retirement Readiness

Part 1 - PLAN for Retirement Readiness

Learn more about
PLANNING for Retirement Readiness

What does it mean to be retirement ready? Most people would agree that the goal of a successful retirement is to be happy, healthy and financially secure. We help advisers holistically plan for retirement readiness by providing CE courses from today’s experts. Read more…

List of all courses

 

No-quiz webinars

 

Online courses

PROTECT from Retirement Risks

Part 2 - PROTECT from Retirement Risks

Learn more about
PROTECTING from Retirement Risks

When we approach retirement planning, we need to prioritize a client’s ability to protect against the additional primary risks of inflation, longevity, health and long-term care before we plan for their investing risk tolerance. A large segment of Read more…

List of all courses

 

No-quiz webinars

 

Online courses

PROVIDE Retirement Income

Part 3 - PROVIDE Retirement Income

Learn more about
PROVIDING Retirement Income

When helping the middle mass and middle affluent consumers plan for retirement income, a more defensive strategy is needed than just the structured, 4% systematic withdrawal approach commonly used by financial advisers today. To estimate how long a Read more…

List of all courses

 

No-quiz webinars

 

Online courses
 
 
 

What others say about our retirement education

  • Gained the knowledge that there are tools available to help clients with this decision making process.
  • Always enjoy the webinars. Very informational. Relevant and timely topics. Refreshing!
  • The session was very informative and the presenter was very knowledgeable and easy to understand. The case studies were great.
  • 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!
  • I’m so glad there are people who are specialists in this area since I am not!
  • OUTSTANDING! I love being in this profession!!!
  • The research was great. We still need better solutions; a shift in mindset. More practitioners talking about redefining retirement.
  • I love that RRC doesn’t shy away from these topics! Together, we’ll figure it out.
 
 
 
Single courses - $29 each

No-quiz webinars and online CE courses

Choose individual courses you prefer from more than sixty no-quiz live/rebroadcast webinars or online courses with quiz for CFP®, CRC®, ASPPA, American College, and other CE credit – $29 each.
See individual courses here.

Visit online store
60+ Courses - 90 Days - $99

Full Access Membership – 90 Days for $99

Save on CE with full access to all 60+ online courses! You also receive access to all no-quiz live webinars and rebroadcasts held within your 90 day membership, only $99 for 90 Days.
Learn more: 60+ courses – 90 Days/$99

90 Days/$99 Purchase Now!
60+ Courses - 365 Days - $199

Annual Premier Membership – Year $199

Easiest way to earn CE! Attend monthly no-quiz live and weekly rebroadcast webinars, with full access to all 60+ online courses and presentation notes for an entire year, Pain-free CE just $199 for 365 Days.
Learn more: 60+ courses – 365 Days/$199

365 Days/$199 Purchase Now!