Your Promotional Toolkit
Welcome to your promotional toolkit for The Retirement Course™ from The American College of Financial Services! In these pages, you’ll find everything you need to discuss the course with your clients and peer professionals and spread the word about how it helps drive better retirement outcomes.
Overview
The Retirement CourseTM is a comprehensive, noncredit program designed to enhance retirement literacy. It’s thoughtfully designed and delivered by the only accredited, nonprofit higher education institution focused on financial services for nearly 100 years — The American College of Financial Services.
How Can I Use The Retirement Course™?
- Get the retirement planning conversation started with a roadmap you can work through together or allow your clients or prospects to engage with on their own time.
- Arm clients with stronger retirement knowledge to get the most out of your planning conversations — it’s immediate and actionable insights, without the sales pitch.
- Build your client relationships with unbiased, informative education on the most in-demand topics related to retirement readiness.
Course Structure
The Retirement Course™ is delivered through 14 e-learning modules across four primary focus areas, each covering a wide range of key retirement planning topics. Each module is bite-sized for easy on-demand learning, designed to be completed in about 30 minutes.
Your clients and prospects can start in any section!
Inspire Wellness
Focus on health and wellness in retirement.
- Module 1 - Introduction
- Module 2 - Financial Wellness
- Module 3 - Psychology of Retirement
- Module 4 - Retirement Basics
Inspire Confidence
Build confidence in financial decision-making.
- Module 5 - Social Security
- Module 6 - Company Retirement Plans and IRAs
- Module 7 - Retirement Income Drawdown Basics
- Module 8 - Housing Options
Inspire Certainty
Ensure financial stability and certainty.
- Module 9 - Life Insurance and Annuities
- Module 10 - Health Insurance, Medicare, and Medical Basics
- Module 11 - Long-Term Care Considerations
Inspire Legacy
Plan for legacy and estate management.
- Module 12 - Health and Wealth
- Module 13 - Aging and Capacity Decline
- Module 14 - Your Legacy—Pulling It All Together
About The American College of Financial Services
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry.
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The American College of Financial Services is committed to equal access to its educational programs, facilities, and employment for all persons, regardless of race, color, sex, disability, age, religion, national or ethnic origin, or any other protections afforded by applicable laws. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© The American College of Financial Services
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