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Develop your Professional Designation in Retirement Planning

These Retirement Planning courses cover a broad spectrum of topics, ensuring you stay current with industry standards and best practices.

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Professional Retirement Planning Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
Otar's Retirement Income Planning (US & International)
Video Course
Finance: Retirement Planning

Otar's Retirement Income Planning (US & International)

In this course, you will learn how to plan for retirement based on market history since 1900. Retirement issues such as the luck factor and lifelong income security will be covered.

CA$131-55%CA$289
2 CPD hours
Cemil (Jim) OTAR
4.7
(7)
Published at Jan 15, 2024
How To Retire in 10 Years or Less 2023
Video Course
workspace_premiumBest Instructor
Finance: Retirement Planning

How To Retire in 10 Years or Less 2023

A step-by-step guide to retiring starting later in life

CA$158-54%CA$347
4 CPD hours
David Trahair
4.5
(176)
Published at Jun 5, 2023
Harmony of Wealth and Retirement Readiness Simplified
Video Course
Finance: Financial Planning

Harmony of Wealth and Retirement Readiness Simplified

A comprehensive and hands-on course that will have you look at all the areas of wealth and basics of retirement planning

CA$131-55%CA$289
2 CPD hours
Anna Knight, CFP
4.6
(64)
Published at Dec 19, 2022
Financial Independence, Retire Early (FIRE)
Video Course
Finance: Retirement Planning

Financial Independence, Retire Early (FIRE)

A comprehensive guide to financial forecasting, investment and debt management, and budgeting.

CA$101-55%CA$222
1 CPD hour
Jason Stein
4.5
(320)
Published at Feb 10, 2022
Updated at Dec 26, 2023
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Rich Man, Poor Man. Paying for Retirement
Video Course
Finance: Investing

Rich Man, Poor Man. Paying for Retirement

This course shows how health and purpose can compensate for a lack of wealth, and that the wealthy have their challenges too.

US$140-55%US$309
1 CPD hour
Ron Surz
4.3
(57)
Published at May 21, 2022
How to be the Best Retirement Advisor
Video Course
Finance: Retirement Planning

How to be the Best Retirement Advisor

This course will add another dimension to your skill set, teaching you how to help your clients explore their memories & motivational needs to formulate a fulfilling, purposeful retirement.

US$220-54%US$483
3 CPD hours
John Trauth
4.5
(19)
Published at May 27, 2021
Advanced Plan Design Options
Video Course
Finance: Retirement Planning

Advanced Plan Design Options

This program will address the various options for retirement plan design including eligibility variations, carve out plans, identifying the employer(s)

US$183-55%US$403
2 CPD hours
Stephen Abramson
3.8
(4)
Published at Aug 12, 2021
Updated at Nov 26, 2021