How is this program different from other certifications?
There is no comparison! Our program is an actual designation: Certified Professional Retirement Coach (CPRC) which is recognized by government and other organizations like FINRA, CFP, SHRM, and ICF… plus it can easily be put on business cards, emails, and other marketing material. Our program is regularly updated and contains the latest social science and research. We also have the industries best online tools and don’t charge you to use them every time.

We don’t just certify you—we help you build a real coaching business.

Inside the program, you’ll get written training plus monthly live coaching practice, along with ongoing sales and marketing guidance so you know exactly how to attract and serve clients.

Because let’s be honest: plenty of programs will certify you. But if they don’t show you how to launch, grow, and succeed—or connect you with a strong community—what are you really getting?

That’s where we’re different. Our founder also leads the Retirement Coaches Association, giving you access to a global network of experienced, like-minded coaches who support your growth long after certification.

What is Required to Achieve the CPRC Designation?

  • Completion of the 10 Modules on our Learning Management System (LMS)
  • Minimum 70% passing score on each of the 10 module quizzes
  • Minimum 70% passing score on final exam
  • 15 hours of verified practice coaching (See below)

How Long Does It Take to Complete the Program and Get Certified?

Most coaches complete the program within 4–6 weeks. This timeline allows participants to work through the material, complete practice coaching hours, and build confidence discussing retirement‑related topics. Because the CPRC program emphasizes skill development—not just content consumption—this timeframe supports meaningful learning and real‑world application.

Is There a Time Limit to Complete the Program?

No. We understand that life happens and despite a coach’s best intentions, life can get in the way, sometimes for longer than expected. To support and meet coaches where they are at, we do not have a required completion deadline. You may progress at a pace that fits your personal and professional schedule.

Click here to start the first module for free.

How much is tuition?
Tuition includes our comprehensive training program, a pdf copy of the course book, immediate access to our online learning management system, live practice coaching sessions, office hours, jump start marketing program, and access to our online forms, workbook, and affiliate program.  Total cost is $1,995 but we offer occasional discounts for coaches who complete our entire first module and achieve a passing grade on the quiz.  Click here to start the first module for free.

Is there a payment plan?
No. Unfortunately, payment plans require additional tracking and follow-up that makes it difficult to monitor course progress and timing with payments. However, in some cases, we have worked with local and state governments who have covered tuition costs through their available job training programs.

Is there a money-back guarantee?
Yes.  Our first module is free, because we want you to be able to check out the program with no obligation. Once you do enroll, we provide a 30 day or two module guarantee, meaning you can request a full refund within the first 30-days after payment, provided you have not started the third module.

Are there any ongoing costs or other fees associated with the designation?
Yes.  There is an annual fee of $89 to maintain access to our forms, registration system, record-keeping, and to participate in any of our practice coaching sessions or sales and marketing training.

Are there any Continuing Education Credits required to maintain the designation?
Yes. Our coaches must be committed to acquiring ongoing knowledge, take steps to keep their skills sharp, and aware of retirement trends. Furthermore, continuing education offers a level of credibility that consumers find confidence in and that accrediting organizations value.  20 CE credits are required every two years. The RCA offers events throughout the year, and those CE’s are self-reporting. Coaches may also earn credits through approved external programs related to coaching, ethics, retirement, longevity, aging, or related specialties. All externally earned CE credits are reviewed annually.

Will my organization accept the CPRC training for CE credits if they are not listed on the CE approved page?
Ideally. While each organization has its own requirements, we feel the depth and breadth of the content covered in the program hits upon key learning topics and objectives for a variety of professionals and credentials.  While the sheer cost and level of record keeping involved means we can’t align with each and every organization out there, please contact us personally if you would like us to help you request approval from an organization before enrolling.

Are There Additional Fees Beyond Tuition Before Certification?

No. Your course tuition covers all costs required to complete the program and earn full CPRC certification.

Are There Ongoing Costs After Certification?

Yes. To maintain your designation, the following fees apply:

  • $89 annual CPRC maintenance fee which includes access to course materials, forms, office hours, practice coaching sessions, as well as sales and marketing templates, and use of CPRC logo
  • $179 annual Retirement Coaches Association membership fee
  • Additionally, there is a subscription model or per use fee for the RQ Assessment

What are the Practice Coaching Requirements?

To earn CPRC certification, coaches must complete 15 hours of live practice coaching with at least three different participants. Of these hours, three must be dedicated to delivering the Retirement Intelligence (RQ) assessments.

What Qualifies as Practice Coaching?

Practice coaching consists of scheduled interactions with individuals, couples, or groups where our curriculum-based content is discussed and completed (available in the course dashboard). All sessions must be documented and submitted with your certification application. Practice clients are also asked to complete a coaching feedback / response form. All practice coaching is verified by email, phone, or zoom with participants.

Do Monthly Live Practice Coaching Sessions Count Toward My Hours?

Yes. Coaches may apply up to 2 hours from monthly live practice coaching sessions toward their total requirement, provided they attend live and actively participate as the coach during role‑play exercises.

Are Practice Clients Provided or Do I Need to Find My Own?

Coaches are responsible for identifying their own practice participants. These may include spouses, family members, friends, colleagues, or individuals within a specific target market. A comprehensive practice coaching guide is available in the online dashboard.

Which Organizations Accept CE Credits from This Program?

Approved providers currently include:

What if My Organization is Not Listed?

Many organizations accept CPRC training on a case‑by‑case basis. If you would like assistance requesting approval prior to enrolling, please contact us directly.

Do Coaches Have a Specific Territory or Are They Limited to a Pre-Determined Location?

No.  Retirement Coaching is still a blossoming industry, so there is ample room for new and existing coaches everywhere. Coaching is not limited by geography or face-to-face sessions.

Do Coaches Pay Royalties on Client Work?

No. Coaches don’t pay royalties on clients they find and engage with.

Do I Need Prior Coaching Experience?

No.  Our organization and training program attracts a wide variety of people with different backgrounds and experiences. One benefit of our program is that it is curriculum based, meaning we have a client workbook that we train coaches to use and take clients through. By having a pre-formatted process and methodology, this reduces the need for specific coaching experience prior to starting the training.

When Should I begin Marketing My Services?

Immediately. Building a coaching practice takes time, and early visibility is key. Many coaches begin by sharing their certification journey with family, friends, and professional networks as they go through the program. This approach not only involves them in your development but also makes it easy to reach out to them as a potential practice coaching client.

Are the RCA, the CPRC Certification, and the CPRC Designation the same thing?

No, they are three distinct but complementary offerings:

  • CPRC Certification (Certified Professional Retirement Coach)
    The certification is the education and training program. It includes coursework, a final exam, and practice coaching requirements. Upon successful completion, you earn the CPRC credential and designation.
  • CPRC Designation
    The designation is the professional recognition you hold after earning the certification. It signifies that you have met the standards of a Certified Professional Retirement Coach and continue to maintain those standards over time.
  • Retirement Coaches Association (RCA)
    The RCA is a professional membership community. It provides connection, resources, continuing education, and industry thought leadership. Membership demonstrates your ongoing commitment to the profession and enhances your credibility as a retirement coach.

Do I Become an RCA Member When I enroll?

We provide new students with an “Associate Membership” to the RCA. This allows you to participate in the educational events we offer while you are completing the course. Professional Memberships and its benefits are reserved for those who have completed the CPRC course, or one similar, and maintain their professional designations accordingly.

When Can I Begin Using the Retirement Intelligence (RQ) Assessment?

Coaches will be taken through the RQ assessment as part of the curriculum but may not begin using the RQ assessment with clients until after they achieve a passing score on the final exam.

Still have questions? We’re happy to help. Contact us. Ready to get started? Explore the first module for free.

Legal Disclaimer: Every effort has been made to accurately represent our product and its potential. Each individual’s success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.

Refund Policy: We stand behind our programs. However, if you are dissatisfied with any of our products within 30 days of purchase or prior to completion of the first two modules you may return this product for a full refund. If you enroll in a coaching training program and wish to withdraw for any reason you must return all materials received and delete any electronic documents from your computer. Refunds may only be made (1) within the first 30 days after enrollment or prior to the completion of the first two modules whichever comes first, (2) upon written request for a refund delivered by mail or e-mail to our office address and (3)provided the training materials and any other products returned are in resalable condition when returned. No free funds will be made after 30 days.

Can I file a complaint against a coach?
Yes.  Consumers can click here to file a complaint against a coach.  Once we receive the complaint, we will review it and acknowledge your submission.  Then we will contact the coach involved to discuss the complaint and decide if any disciplinary actions are required based on our code of conduct and ethics.