Retirement planning training and professional development for wealth management firms
Retirement assets are the name of the game in building wealth management firms today. U.S. retirement assets account for over a third of all household financial assets in the United States, creating a critical need for retirement planning training and professional development courses to prepare advisors for helping retirees make informed retirement decisions.
The Retirement Conference on Demand is perfect for groups of financial advisors, registered investment advisors, and support staff who need to understand today’s retirement approaches and thinking without earning a retirement certification.
What is the Retirement Conference on Demand?
Our Retirement Conference on Demand package is a customizable, one-stop group learning package for the cost of registration and travel of one person attending a national conference! These insightful, one-hour on-demand webinars and recommended retirement professional development and training curriculum will allow attendees to share a common base of understanding and have access to the current thinking in retirement planning, retirement risks, retirement happiness, and retirement income.
The Retirement Conference on Demand is custom-designed for your organization from our menu of 50 conference-quality, on-demand webinars. Our one-hour, in-depth retirement webinars are delivered by over 40 of today’s leading retirement speakers to help your advisors better understand how to service their clients’ retirement readiness, risk management and income needs.
How do our retirement education and training courses help your organization gather and retain retirement assets?
We specialize in retirement education and training for professionals and consumers, and have designed retirement education programs for certifying organizations, national retirement conferences, large financial services firms retail clients and advisors, 401(k) providers, defined benefit and hybrid retirement systems.
Our goal is to help you help your clients and members make informed retirement decisions. Your clients will trust that you have their best interests in mind when you understand how to help them be retirement ready, manage retirement risks, and make their assets and income last a lifetime.
Our retirement-specific, easily-accessible content is the best collection available and appropriate for professionals to support staff to new hires. We’ve built relationships with the retirement industry’s leading speakers, authors, trainers and professional development experts over almost 30 years in the financial industry. We are also a CE Sponsor with the CFP Board of Standards and the professional development and training partner for the Certified Retirement Counselor® (CRC®) designation.
We will help you manage the retirement knowledge of your team by providing access to reports on individuals’ progress. Our courses are also approved for:
- Certified Financial Planner® (CFP®) credit
- CRPC (Chartered Retirement Planning Counselor) and other College for Financial Planning designations credit
- American College Professional Achievement in Continuing Education recertification credits for CLU®, ChFC®, RICP®, CASL credit,
- Investment and Wealth Institute Retirement Management Analyst (RMA) credit,
- Personal Financial Specialist (PFS) Continuing Professional Development (CPD) credit,
- American Retirement Association credit (ARA),
- Certified Retirement Counselor® (CRC®) credit, and more!
We'll Custom-Design a Retirement Conference on Demand for Your Team
Included in your package:
- The opportunity for both professionals and support staff to receive retirement training and development to better understand how to meet the retirement needs of your clients and members.
- Custom design of a twelve (12) part, on-demand webinar group learning plan based on your desired results, and/or your selection of speakers and topics.
- Each member of your team receives a printable certificate confirming completion of the series.
- Group leaders will have access to user reports and other reports documenting progress of each individual and the number of education hours completed for the organization.
Ready to get started? Click on the image below to begin!
Minimum 25 people; quantity discounts up to 175. If more users are needed, see information request form below.
Contact us to discuss your desired outcomes, for more information on presenters and learning plans, or to learn more about customization options by submitting this form.