Int'l Retirement Resource Center

The Retirement Resource Center provides retirement-specific training and education programs by leading experts so advisors and middle income consumers make decisions that fortify their retirement security and peace of mind. We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost thirty years in the financial industry. We are pleased to offer you a terrific selection of retirement-specific professional development courses in a variety of media formats. New courses are added on a monthly basis.


Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute
Alexandra Macqueen, CFP® – Personal Finance Author & Expert
Manish Malhotra, MBA – Expert on Retirement Income Planning Software
Jodi DiCenzo, CFA, CPA – Behavioral Finance Expert
John Nelson
Greenwald, Matthew, PhD – Retirement Research Expert
Appleby, Denise, APA, CISP, CRPS, CRC®, CRSP – IRA Strategies for Mistakes Prevention Expert
Blanchett, David, CFA, CFP®, AIFA – Past president of the Association of Divorce Financial Planners
Giordano, Shelley – Chair of the Funding Longevity Task Force
Falk, Michael, CFA, CRC® – Behavioral Finance and Investment Management Expert

All of the individual courses here qualify for ASPPA, as well as Certified Financial Planner® (CFP®), Certified Retirement Counselor® (CRC®), CLU®, ChFC®, RICP®, CASL, and other continuing education credits. Individual courses are worth 1 – 2 hours CE within topic categories, most for $39 each. Newsletters are FREE, and also worth 1.0 CE for each issue.

Webinar and RebroadcastsCourses are initially delivered as monthly live webinars, when you have the opportunity to ask the expert questions on the material, and receive credit with no additional exam required for live webinar attendees — the best way to earn CE throughout the year!

Elearning coursesShortly after the live broadcast, all webinars then become available as elearning, audio (MP3 download) and handout courses, to make it easy for you to learn and acquire CE credit in a format and time-frame that fits your busy life.

MP3 Audio Download and PDF handout A printable certificate is available certifying that you successfully earned CE credit after you take elearning and/or audio courses and pass the online quiz. You are responsible for self-reporting ASPPA CE credit.

You may choose courses according to topic, number of credit hours, and format. Most courses are generally available in more than one format, including live webinar, elearning, and audio MP3 download (with and without pdf handout). You are responsible for self-reporting ASPPA CE credit.

View all courses ALPHABETICALLY here or BY TOPIC with descriptions.


Save on CE - Become a member! Become a Member - Save on CE! 90-Days FULL ACCESS for $99Do you need to earn multiple CE hours?
Earn 50+ credit hours and attend webinars at no extra charge when you Become a Member!

Two levels to choose from: $99 – 90 Days Full Access or $199 – 365 Days Annual Premier
Compare membership levels here.


CE Courses listed alphabetically:

All of the courses below qualify for Certified Financial Planner® (CFP®), Certified Retirement Counselor® (CRC®), ASPPA, CLU®, ChFC®, RICP®, CASL and other continuing education credit. Click on the titles to learn more about individual courses.
No quiz required to receive CE credit for attendees of *REBROADCASTS and **LIVE WEBINARS (highlighted in purple).

A – H I – L M – S T – Z
A 21st Century Connection: Health and Wealth Retirement Insight and Trends — FREE Quarterly online newsletter – Earn 1-2 CE each issue! Misperceptions and Management of Retirement Risks * 02/07/2017 Tax-Efficient Draw Downs in Retirement
A Case Study of a Middle Affluent Couple Planning for Retirement Income InFRE’s 2016 3rd Qtr Issue of Retirement Insight and Trends Money for Life: Help your plan participants avoid going broke in retirement The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups
A Primer for Advisors on the Aging Brain: Understanding Cognitive Impairment, Taking Action Steps InFRE’s 2016 2nd Qtr Issue of Retirement Insight and Trends No Portfolio is an Island * 10/10/2017 The Personal Cost of Caregiving: Women Need to Protect THEIR Retirement Too!
* 04/11/2017 Behavioral Insights to Improve Retirement Security InFRE’s 2016 1st Qtr Issue of Retirement Insight and Trends Off With Your (Rule of) Thumbs! The Silver Tsunami and Long-Term Care
Changing Behavior or Changing Attitudes – Diane Savage InFRE’s 2015 4th Qtr Issue of Retirement Insight and Trends Optimal Retirement Income Solutions in Defined Contribution Retirement Plans The Stage is Set for Serving the Mid-Market
Don’t Let Disability Derail Retirement Security InFRE’s 2015 3rd Qtr Issue of Retirement Insight and Trends * 09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? * 03/07/2017 Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting
* 06/06/2017 Enough About the Assets Already! InFRE’s 2015 2nd Qtr Issue of Retirement Insight and Trends * 08/08/2017 Principles of Effective One-to-One Communication Understanding Disability: Financial and Retirement Planning Considerations
Estimating the True Cost of Retirement InFRE’s 2015 1st Qtr Issue of Retirement Insight and Trends * 07/11/2017 Protecting Your Clients from Financial Elder Fraud What Advisors Need to Know About Qualified Longevity Annuity Contracts
Finding Optimized Income Strategies for Middle Market Clients Retirement Insight and Trends — FREE Quarterly online newsletter – Earn 1-2 CE each issue! Retirement as a Time to Reinvent, Rewire, and Renew * 05/09/2017 What Color Is Your Parachute? for Retirement: Planning for Prosperity, Health and Happiness
Finding the Gold in Gray: Keys to Serving Boomers and Older Clients Introduction to Managing Retirement Income Retirement Happiness: Planning for a Successful Transition What’s Trending in the Field of Aging? Connecting the Dots with Financial Services
Fitting Home Equity into a Retirement Income Strategy Investing in Bonds in a Rising Rate Environment Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios Women and Retirement
Grey Divorce and Retirement Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement Reverse Mortgage Strategies for the Middle Market: An Alternative Asset Buffer * 11/14/2017 Year-end Planning and Compliance Requirements for IRAs
Housing for Retirees: Buy, Sell or Hold? ** 02/16/2017 Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth (and Bolster Retirement Security) Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions  
* 12/12/2017 Housing Wealth: A Retirement Asset for the Middle Market      
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement