The Financial Planning Association seeks to cultivate the body of knowledge of personal financial planning and form strategic alliances with trusted organizations that help its members delve deeper into the various disciplines of financial planning.
The International Foundation for Retirement Education (InFRE) is a 501(c)(3) organization devoted to enhancing the retirement preparedness of middle-income Americans. Headquartered at Texas Tech University, we accomplish our mission by operating as an independent and objective educational resource for retirement planners. We help financial planners help their clients retire with confidence with a retirement-specific, accredited certification program developed for professionals by professionals.
InFRE and the InFRE® Retirement Resource Center (IRRC) provide best-practice education and training solutions for retirement planners, support team and call center staff so you can more productively and profitably address the retirement and income planning needs of your clients. Our research-based body of knowledge focuses on ethical retirement counseling and income management.
FPA provides members with opportunities to continue their lifelong learning pursuits in specialty areas of financial planning to help them grow professionally and better serve the 78 million Americans reaching retirement age over the next twenty years. FPA members have a unique opportunity to save 15% on InFRE® Retirement Resource Center Signature Training and Education Resources. These resources are designed expressly for financial professionals who want to participate in retirement counseling and income management for the mid-market.
Fortify your retirement expertise today! Learn more below.
Do you...
Need more retirement income planning knowledge to help your clients make informed decisions?
Strategies for Managing Retirement Income Package
This multi-format, self-study course teaches a retirement income process from accumulation planning through decumulation so you can create practical solutions for each client and address potential income gaps before they occur. A must for any financial professional who wants to focus on this growing retirement niche, the Strategies for Managing Retirement Income Package includes:
- 300-page print book, "The Professional's Guide to Managing Retirement Income"
- Case study and sample planning worksheets to reinforce application of the planning process
- Online audio-visual elearning course
Note: CFP® and state insurance CE credit pending. Review detailed program descriptions for more information.
Do you...
Want a highly credible and accredited certification that acknowledges your retirement expertise?
Certified Retirement Counselor® (CRC®)Program
Become a Certified Retirement Counselor® (CRC®) and be recognized as dedicated retirement professional. Because the CRC® is an independently accredited, retirement-specific program, earning this certification tangibly demonstrates that you adhere to our Code of Ethics, are committed to ongoing education, and have the knowledge and experience necessary to be recognized as a true retirement professional and industry leader. The CRC® will complement your CFP® certification while creating opportunities to meet CE requirements.
- Study guides are available separately or packaged for a discount
- CRC® 1 - Fundamentals of Retirement Planning
- CRC® 2 - Fundamentals of Investments
- CRC® 3 - Fundamentals of Retirement Plan Design
- CRC® 4 - Fundamentals of Retirement Income Planning
- Certification requires successful completion of 200 question exam, meeting eligibility requirements, and a background check.
Note: CFP® and state insurance CE credit pending. Review detailed program descriptions for more information.
Do you...
Want a great way to differentiate yourself to your prospects and clients?
Client "Managing Your Retirement Income" Educational Workshop
One of the best ways to promote your retirement income expertise is to educate your clients directly. We've taken the work out of this by designing the "Managing Your Retirement Income" educational workshop for you to deliver to the people who matter most to your business ? your clients and prospects. They will learn how retirement income planning differs from saving for retirement, and how to make informed decisions. Workshop license includes:
- 75-90 minute, FINRA-reviewed PowerPoint, complete with audience-interactive calculators
- Four-color Course Workbooks and Income Planning Worksheet booklets
- Fully-scripted presenter's guide, easy access online training demo, and MP3 audio download
FORTIFY YOUR EXPERTISE TODAY!
Upon checkout enter discount code "FPA15%"
Contact Kevin Seibert at kseibert@infrerrc.com or (847) 382-9032 for more information
