Certified Retirement Coaching
| Module 1 | The New Retirement Reality | |
|---|---|---|
| Unit 1 | Introduction | |
| Unit 2 | The New Retirement Reality | |
| Unit 3 | Research What We Know | |
| Unit 4 | Modernizing Retirement | |
| Unit 5 | Appendix A: Holmes Rahe Scale | |
| Unit 6 | Soundbites and Recommended Reading & Research | |
| Unit 7 | Module 1: Reflective Journal Summary | |
| Unit 8 | Module 1 Quiz | |
| Module 2 | Understanding the Science Side of Retirement | |
| Unit 1 | Unit 1 - Understanding the Science Side of Retirement | |
| Unit 2 | Unit 2 - The Real-Life Data That Most Retirement Plans Ignore | |
| Unit 3 | Unit 3 - Frameworks 1-3 | |
| Unit 4 | Unit 4 - Frameworks 4-6 | |
| Unit 5 | Soundbites and Recommended Reading | |
| Unit 6 | Module 2: Reflective Journal Summary | |
| Unit 7 | Module 2 Quiz SE | |
| Module 3 | Holistic and Comprehensive Retirement Planning Overview | |
| Unit 1 | Unit 1 - Holistic and Comprehensive Retirement Planning Overview | |
| Unit 2 | Unit 2 - The Coaching Process | |
| Unit 3 | Unit 3 - Coach-sulting, Outcomes, Blind Spots, Fees, & More | |
| Unit 4 | Soundbites and Recommended Reading | |
| Unit 5 | Module 3: Reflective Journal Summary | |
| Unit 6 | Module 3 Quiz | |
| Module 4 | Getting Started Tools | |
| Unit 1 | Unit 1 - Getting Started Tools | |
| Unit 2 | Unit 2 - Follow-up Session Tools | |
| Unit 3 | Unit 3 - Perceptions, Reality, and the Stories We Tell Ourselves | |
| Unit 4 | Module 4: Reflective Journal Summary | |
| Unit 5 | Module 4 Quiz | |
| Module 5 | In Review - Coming Soon | |
| Unit 1 | Unit 1 - The Eye-opening Difference Between Retirement Perceptions And Reality | |
| Unit 2 | Unit 2 - A Fun And Interactive Exercise That Magnifies The Five Key Areas Of Retirement | |
| Unit 3 | Unit 3 - Addressing Issues Associated With Work Identity, Time, And Motivation | |
| Unit 4 | Unit 4 - Understand The Role And Impact Of Grief During The Retirement Transition | |
| Unit 5 | Module 5: Reflective Journal Summary | |
| Unit 6 | Module 5 Quiz | |
| Module 6 | In Review - Coming Soon | |
| Unit 1 | Unit 1 - The Inside Scoop On The Crucial Nature Of A Client’s Social Network | |
| Unit 2 | Unit 2 - A Powerful Exercise To Help Clients Understand And Categorize Their Relationships | |
| Unit 3 | Unit 3 - Understanding “The Sharing Economy” And Its Role In Retirement | |
| Unit 4 | Module 6: Reflective Journal Summary | |
| Unit 5 | Module 6 Quiz | |
| Module 7 | In Review - Coming Soon | |
| Unit 1 | Unit 1 - The Importance Of Functional Fitness And Staying Active | |
| Unit 2 | Unit 2 - Helping Clients Develop A Plan For Health Habits, Opportunities, And Concerns | |
| Unit 3 | Unit 3 - Relationships, Intimacy, And Sexuality In Retirement | |
| Unit 4 | Unit 4 - The Impact Of Natural Aging And The Five Senses In Retirement | |
| Unit 5 | Module 7: Reflective Journal Summary | |
| Unit 6 | Module 7 Quiz | |
| Module 8 | In Review - Coming Soon | |
| Unit 1 | Unit 1 - Common Sense Concepts That Clients Can Use To Protect Themselves | |
| Unit 2 | Unit 2 - Understanding Financial Professionals And Red Flags To Watch For | |
| Unit 3 | Unit 3 - Ideas To Help Clients Keep Their Financial Life In Perspective | |
| Unit 4 | Unit 4 - Creating A Non-Financial Legacy With Your Clients | |
| Unit 5 | Module 8: Reflective Journal Summary | |
| Unit 6 | Module 8 Quiz | |
| Module 9 | In Review - Coming Soon | |
| Unit 1 | Unit 1 - Crystallizing A Client’s Thoughts And Feelings About Actions In Retirement | |
| Unit 2 | Unit 2 - Taking Your Coaching Skills To A New Level | |
| Unit 3 | Unit 3 - Concrete, Step-By-Step Tools To Launch Your Business | |
| Unit 4 | Module 9: Reflective Journal Summary | |
| Unit 5 | Module 9 Quiz | |
| Module 10 | In Review - Coming Soon | |
| Unit 1 | Appendix A - The History of Retirement | |
| Module 11 | Course Final Exam | |
| Unit 1 | Retirement Coaching Course Final Exam |
