The old rules won't suffice. With longer life expectancy, increased healthcare costs, market risks, and people retiring younger than they used to, retirement professionals like you must become more knowledgeable about all types of retirement plans, including defined benefit, defined contribution, IRAs, deferred compensation, and more. That expertise will allow you to provide the best advice possible to ensure a client's savings will last a lifetime and that legacy goals will be attained.
InFRE Certification Education, and Training Will Help.
You can become more knowledgeable of client's needs by becoming a Certified Retirement Counselor®, the InFRE certification program that is quickly becoming recognized as one of the most comprehensive, retirement-specific certification in the industry. For more information, see CRC® certification. InFRE is also busy creating new courses to meet your professional education requirements. Check the site often for what's new.
Retirement Income Management
Clients also need to know that there is much more to retirement planning than accumulation planning. To help you better provide informed decision-making options to clients, InFRE offers workshops and certificate programs for professionals on Managing Retirement Income and education programs for clients.
By using a six-step holistic approach, you will not only be able to provide important guidance in these decisions, but also assure clients they are doing what is best for them and increasing their confidence in you. Participants will be introduced to the challenges of managing income over a period of uncertain length and expense as well as how the definition of risk changes during retirement.
These concepts are also available in a pre-recorded audio CD format, a live
recording of the 4-hour live course, or an in-depth self study print version. Simply click Strategies for Managing Retirement Income.
Retirement Income Management Education For Employees
InFRE can also help you in preparing employees for the three phases of retirement, managing their retirement income, and minimizing their retirement risks with InFRE's new employee What You Need to Know About Managing Your Retirement Income licensable, interactive workshop.
You will also be able to measure retirement knowledge and preparation by asking employees to participate in the InFRE Retirement Knowledge Questionnaire and the upcoming InFRE Retirement Readiness Profile®.
