Retirement Options certification process ensures all participants possess the competencies and receive the training to earn their designation as a Retirement Options Certified Coach.

Certification Process

  • Enroll in the self-study course; listen to 10 pre-recorded sessions to guide you through the training.
  • Read the supplemental books: The New Retirement and What Color Is Your Retirement?
  • Listen to the Coach Certification Podcasts
  • Review and complete the Powerful Questions and Client Exercises in the Coach Training Manual
  • Administer the Retirement Success Profile™ and LifeOptions Profile™ to “test” clients and meet with them to discuss their assessment results
  • Complete the Certification Exam

Register now for the self-study certification course or contact us for more information.

The variety of learning tools and resources combined with the ability to assess clients was invaluable. I feel fully prepared to work with clients in both group and one-on-one settings.

Certification Course Outline

The following is the course outline for the 10-pre-recorded sessions.

Session 1

Certification Course Overview

Navigating your Coach Profile

Overview of Retirement Coaching and Retirement Demographics and Trends

The Old vs. New Definition of Retirement

Session 2

Background and Interpretation of the Retirement Success Profile™

Session 3

Retirement Success Factors: Work Reorientation, Attitude Toward Retirement, Directedness, Health Perception, and Financial Security

Review Powerful Questions and Client Exercises

Session 4

Retirement Success Factors: Current Life Satisfaction, Projected Life Satisfaction, Life Meaning, Leisure Interests and Adaptability

Review Powerful Questions and Client Exercises

Session 5

Retirement Success Factors: Life Stage Satisfaction, Dependents, Family and Relationship Issues, Perception of Age, and Replacement of Work Functions

Review Powerful Questions and Client Exercises

Session 6

Interpretation Discussion for the Retirement Success Profile™

Mission Statements

Session 7

Background and Interpretation of the LifeOptions Profile™

Discussion of the differences and similarities between the Retirement Success Profile™ and LifeOptions Profile™

Career and Work Arena: Ideal Work, Work Benefits and Work Options

Review Powerful Questions and Client Exercises

Session 8

Health and Wellness Arena: Health Practices, Vitality and Attitude

Finances and Insurance Arena: Knowledge, Planning and Confidence

Review Powerful Questions and Client Exercises

Session 9

Family and Relationships Arena: Flexibility, Caregiving – Aging Parents, Caregiving – Adult Children, and Grandparenting

Leisure and Social Arena: Leisure Preferences, Residence, Travel and Hobbies

Personal Development Arena: Life Meaning, Education and Volunteering

Review Powerful Questions and Client Exercises

Session 10

Interpretation Discussion for the LifeOptions Profile™

Following Session 10 certification participants take an online certification exam. To achieve the designation of Retirement Options Certified Coach, certification participants must complete all course requirements and achieve a passing mark of 75% or above on the certification exam.