A one-stop solution for retirement education and training
with financial education... simply well-designed.^®

So how do you know which education and training resources are right for your education needs, whether an individual or a person responsible for the professional knowledge of a group of advisors, home office employees, or call center retirement specialists? The InFRE^® Retirement Resource Center (IRRC) provides best-practice education and training solutions for retirement professionals in each of the Four Stages of Learning (see below and right) that learners progress through as they evolve from not knowing what they don't know, to not being aware of what they have mastered.

If you're not sure which of the resources above might best fit your needs, we suggest starting with the Retirement Knowledge Questionnaire^TM in Stage One below to help benchmark your decision-making process.

Learning Stage One - Awareness of Need: Start with Knowledge Assessment

The search for retirement preparedness today requires the application of new retirement concepts and strategies due to longevity and other retirement-specific risks, as well as appreciation of the stages of retirement and the appropriate actions to be taken at each stage in order to secure an individual’s retirement future.

InFRE’s Retirement Knowledge Questionnaire^TM is designed to set the standard for best practices in measuring, planning, and managing education results and knowledge at the advisor and organizational levels.

Learning Stage Two - Build Knowledge and Skill: Develop Your Knowledge with Training

Stage Two is where you begin to address the identified gaps in knowledge. Most courses at this level are to move an industry newcomer into an intermediate level of understanding. THE IRRC’s Professional Retirement Income Management Courses can help call center representatives, bank associates, and retirement benefits counselors understand and knowledgeably address the fundamental questions clients and employees have to build their proficiency for better servicing their clients’ needs. The IRRC’s flagship program, Strategies for Managing Retirement Income, is the industry leader in preparing retirement professionals for the new retirement environment.

Learning Stage Three - Increase Confidence: Build Your Career with Certification

In order to comprehend the nuances of retirement planning, increase confidence in their competency, and properly service clients and retirement plan participants, committed retirement professionals need to invest in more rigorous programs such as certification that adhere to a professional code of ethics and required continuing education.

The IRRC exclusively represents InFRE’s Certified Retirement Counselor^® and Certified Retirement Administrator^® certifications for helping professionals obtain the knowledge and understanding needed to increase the retirement preparedness of the American worker.

Learning Stage Four - Achieve Mastery: Further Your Career by Teaching Others

Retirement planning proficiency matures by continuing education, where retirement professionals keep abreast of new trends, products, and regulations that affect their clients’ and employees’ retirement outcomes, and by teaching clients and retirement plan participants what they need to know to make informed decisions..

The IRRC provides client and employee retirement income workshops designed to help retirement professionals more suitably and productively work with middle mass and middle affluent clients.

Financial education... simply well designed.^® is a registered trademark of Discover Learning, Inc.