Whether the webinar, self-study or combination course, our 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 or attend the ten-session, live webinar course or the combination course
  • Complete your own personal retirement readiness assessments using the Retirement Success Profile™ and LifeOptions Profile™
  • 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 one of our upcoming webinar certification courses 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-session live webinar course. It is suggested that self-study and combination course participants follow the same outline.

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.