Education and Training Solutions
| CE_04 Fundamentals
of Retirement Income Planning |
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15 hours for InFRE® certificants This is the fourth study course in the CRC® certification program, and is now available for continuing education credit*. This course presents a well-developed retirement planning process that encompasses the entire spectrum of retirement planning from the individual’s point of view, from accumulation as a worker to distribution as a retiree. You’ll study InFRE's unique Retirement Income Management content — a practical guide to creating a lifetime income stream after retirement. And you’ll learn how to coordinate the work you do as a retirement professional with other advisors essential to the retirement planning process. Topics include: retirement accumulation model, retirement income management model, determining client retirement income and expense gaps, managing retirement risks, identification of client tax and estate planning issues and opportunities, converting resources into income, and working with other professionals. 15 hours for InFRE® certificants Printed version: $100 An open book test is included in the course materials**. * For insurance licensees: This course was resubmitted for state insurance CE credit due to the changes in course content. Please contact InFRE to see if your state has approved the course.
** Insurance licensees: If you are applying this course toward insurance
licensing continuing professional education requirements, your jurisdiction may require
other test procedures such as a closed book exam and/or proctor. Please notify InFRE
when you order this course that you wish to receive such credit so that we can send you the
correct exam and instructions. |
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