Training Materials

RETIREMENT OPTIONS TRAINING & CERTIFICATION MATERIALS

  • Certification - Certified Retirement Coach designation (exam incl.)
  • Content License - License to use all Retirement Options content including the Retirement Success Profile and the LifeOptions Profile.
  • Coach’s Training Manual - Course outline, over 100 Powerful Questions and 30 Exercises for ongoing use with your RSP clients and 80 Powerful Questions and 40 insight exercises for ongoing use with your Life Options clients.
  • Coach’s Training CDs - Fourteen (14)-CD Audio Program includes a RetirementOptions seminar for ongoing reference and consultation
  • Retirement Success Profile (RSP) (2) – Assessment tool for yourself and a test client
  • The NEW Retirement Book & e-book to share with your test client - program companion book for Retirement Success Program with expanded RSP information and “how to guide” to create Personal Retirement Mission Statement and Retirement Options Strategy Plan for your reference
  • LifeOptions Profile (2) – Assessment tool for for yourself and a test client
  • What Color is Your Retirement Book & e-book to share with your test client - program companion book for LifeOptions Program with expanded LifeOptions information and additional resources
  • FREE Referral Service - Online Coach referral posting at www.RetirementOptions.com
  • FREE Monthly Professional Development Calls - Access to monthly professional development calls to build the retirement coaching community
  • FREE Retirement Coach Networking - Access to all Certified Retirement Coaches for independent networking opportunities
  • FREE Support Services - Email support and Phone support: 9:00 AM – 4:00 PM Eastern, Monday – Friday