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 Replacing Work Identity and Filling Time with Curiosity
Unit 1 Unit 1 - Replacing Identity and Filling Time with Curiosity  
Unit 2 Unit 2 - State and Trait Curiosity  
Unit 3 Unit 3 - Understanding The Role Of Grief In The Retirement Transition  
Unit 4 Module 5: Reflective Journal Summary  
Unit 5 Module 5 Quiz  
Module 6 Module 6 - Social Connections, Relationships, & Community
Unit 1 Unit 1 - The Significance of Social Networks In Retirement  
Unit 2 Unit 2 - The Anatomy of Relationships, Friendships, & Community  
Unit 3 Unit 3 - Practical Application Friend List  / Community List Framework  
Unit 4 Unit 4 - Other Frameworks, Work Relationships, Volunteering, and Technology  
Unit 5 Module 6: Reflective Journal Summary  
Unit 6 Module 6 Quiz  
Module 7 Module 7- Addressing The Physical Pillar
Unit 1 Unit 1 - What Does It Mean to Be Healthy in Retirement?  
Unit 2 Unit 2 - What Work Quietly Provides and Differentiating Between Healthspan and Lifespan  
Unit 3 Unit 3 - The Role of Human Senses in Aging  
Unit 4 Unit 4 - Intimacy And Sexuality In Retirement  
Unit 5 Module 7: Reflective Journal Summary  
Unit 6 Module 7 Quiz  
Module 8 Module 8: Wisdom, Money, & Legacy
Unit 1 Unit 1 - Money, Meaning, and the Psychology of Your Financial Life  
Unit 2 Unit 2 - The Psychology of Money, Labels, Beliefs, Biases, and Fears  
Unit 3 Unit 3 - Wisdom, Generativity, and Legacy  
Unit 4 Module 8: Reflective Journal Summary  
Unit 5 Module 8 Quiz  
Module 9 Module 9 - Bringing It All Together
Unit 1 Unit 1 - Crystallizing A Client’s Thoughts And Feelings About Actions In Retirement  
Unit 2 Unit 2 - Integrating Permission and Purpose  
Unit 3 Unit 3 - Retirement Rejuvenation Plan  
Unit 4 Unit 4 - Working With Couples In Retirement  
Unit 5 Module 9: Reflective Journal Summary  
Unit 6 Module 9 Quiz  
Module 10 Course Final Exam
Unit 1 Retirement Coaching Course Final Exam  
Module 11 Practical Applications with Practice Coaching, RQ Assessment, & Marketing
Unit 1 Appendix A - The History of Retirement