Education and Training Solutions

15 hours for InFRE^® certificants

Preview course

This is the first study course in the CRC^® certification program, and is now available for continuing education credit*. The course provides training in helping individuals
to identify, prioritize and meet their retirement goals. It presents the basic tools of financial planning with a strong emphasis on how they can be used to prepare for retirement. A unique feature of this course is discussion on how to plan for retirement at the different stages of the life cycle.
Readers will learn methods for motivating and educating plan members and employees on the need to save for retirement, and the importance of taking personal responsibility for their own financial futures.

Topics include: goal setting; performing time value of money calculations; cash management; debt management; tax and estate planning strategies; budgeting; financial inventory and organization; integrating employees' plans with spousal benefits; other sources of retirement income besides the employer's plan; life cycle considerations; and counseling pre- and post-retirement.

* 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.