The only resource you’ll need for advisors and future retirees
to make informed retirement decisions

Advisors and Retirement Professionals - CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL

Financial Services Companies

The new DOL Fiduciary Rule contains two components: the fiduciary duty of loyalty (trustworthiness) and the fiduciary duty of care (knowledge and competency).

If you employ or sell through advisors in today’s increasingly regulated market, it is critical for advisors to understand today’s retirement income planning approaches, advantages, and limitations. We help firms implement professional development opportunities in live and recorded webinar, live classroom, conference, and panel discussion webinar formats.

We also provide relevant and compelling content marketing solutions for educating advisors and engaging consumers on social media, as well as retirement education conferences/events.

Retirement professional development and member education for defined benefit, hybrid pension and defined contribution public sector retirement systems

Public Sector Retirement Systems

Our retirement counselor professional development program is from the non-profit International Foundation for Retirement Education (InFRE), which is affiliated with Texas Tech University’s financial planning program. InFRE awards the accredited Certified Retirement Counselor® (CRC®) certification.

Because of today’s rapidly changing legislative environment, this certification program is used by over 60 public sector defined benefit, hybrid, and defined contribution public sector retirement systems as their training program for new and existing retirement counselors, field reps, call center and other retirement plan staff.  It was created in 1997 with the help of and is endorsed by the National Association of Government Defined Contribution Administrators (NAGDCA) and the National Pension Education Association (NPEA).

We also license basic financial planning and retirement income planning workshops used by several states when plan design changes placed more personal responsibility on their members.

Retirement-specific professional development and continuing education resources for individual advisors and their staff

Individual Advisors and Financial Planning Firms

Whether you are an advisor with a financial services firm, an independent advisor, or run a mid-sized financial planning practice, today’s fiduciary environment requires us to develop and maintain more comprehensive retirement skill sets to help our clients prepare for and manage their retirement income.

We provide retirement-specific continuing education/professional development memberships that make it easy for you access conference-quality content at your desktop, and turn-key client education materials.  We also recommend the Certified Retirement Counselor® (CRC®) certification  — the only retirement-specific certification that is accredited by the National Commission for Certifying Agencies (NCCA) and that holistically covers all three phases of retirement: preparation (10-15 years before), at retirement decisions, and retirement income planning.

 

 

 

Related sites…

 

Retirement Resource Center


Retirement Resource Center

The Retirement Resource Center specializes in professional development and continuing education courses designed and presented by retirement industry leaders. Courses topics are tailored especially for financial advisors, retirement counselors, CPAs, employee benefit professionals, plan advisors, trustees, and call center professionals.

Meet CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE requirements while increasing your knowledge on a variety of retirement-related topics presented by leading industry experts from overview to advanced difficulty.

Retirement Speakers Bureau


Retirement Speakers Bureau

Are you looking for a retirement speaker for your next conference, consumer event or internal professional development program? The Retirement Speakers Bureau makes it easy for you to feature terrific presenters for your meetings, conferences, or other events. Services range from keynote speakers to multi-day professional development programs and everything in-between.

Retirement Insight and Trends


Retirement Insight and Trends

Retirement Insight and Trends is InFRE’s free quarterly newsletter to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market.

Each newsletter is worth one continuing education credit for CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other certifications, upon passing the online quiz at the end of the issue.

International Foundation for Retirement Education® (InFRE)


International Foundation for Retirement Education® (InFRE)

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997. Their mission is to raise the retirement readiness of the American worker. InFRE® fulfills its mission by providing the most effective and credible retirement-specific curriculum, certification and certificate training courses for financial advisors, bank reps, and public sector retirement systems in the industry.