Ready-to-Use Retirement Education
The Retirement CourseTM
Best For
Individuals and couples in or near retirement searching for actionable education.
Timing
6 Hours
Format
This is a consumer-focused e-learning program. Learn more below.
100% Online
Tuition
Free!
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Retirement Readiness Experience
Build a Confident Retirement Plan
The Retirement Course™ is designed to enhance pre- and current retirees’ knowledge and confidence across many essential topics such as Social Security, health care, income planning, finding meaning in retirement, and more.
Program at a Glance
Admissions Requirements
There are no prerequisite courses or admissions requirements to enroll in The Retirement CourseTM. If you’re in or nearing retirement and would like to build a safe, secure, satisfying retirement, you’ve come to the right place!
Cost to You
Free! This course is designed to provide broad, actionable retirement education to everyone planning for a successful retirement or navigating issues while currently in retirement.
What You'll Learn
The course is divided into 14 modules, covering a range of retirement topics, such as:
- Retirement psychology and finding purpose
- Income sourcing and distribution sequencing
- Long-term care, health insurance, and Medicare considerations
- Legacy planning
Each module is designed for completion in about 30 minutes or less.
Course Delivery
Fully self-paced, unscheduled online delivery. Learn on a timetable that makes sense for you. Each of the 14 modules includes a mix of video content, handouts, text, and interactive elements to engage learners and facilitate knowledge retention.
These modules are grouped into four badges, each representing a key aspect of retirement planning. Each module stands on its own, so you can take whichever you want, in whatever order you want.
Why Enroll in The Retirement CourseTM?
12,000
Americans are turning 65 every day — most without training in designing a successful retirement.1
31%
Average score on Retirement Income Literacy Quiz indicates a real need to fill the education gap.2
4x
As many people will live to age 100 in the US over the next 30 years — bringing longevity issues top of mind.3
The Retirement CourseTM is Right for You If:
You Want Information
Knowledge Is Power
Gain an understanding of many issues — some financial, some not — involved in a successful retirement and how to apply them.
You Want to Help Clients
Be Their Source for Education
You can help your retiree clients achieve better outcomes by sharing the program as part of your communication and education strategy.
You Want to Enhance Benefits
Support Your Team’s Successful Retirement
If you’re a business owner or HR executive, help your employees transition from a productive career to a comfortable retirement.
Earn All Four Badges
Inspire Wellness
Examine the psychology of transitioning to retirement and learn the “rules of thumb” that can help reduce stress around key decisions.
Inspire Confidence
Learn about generating income, combining Social Security with savings, and deciphering housing options.
Inspire Certainty
Understand retirement risks and learn how to use health insurance, Medicare, annuities, and long-term care insurance.
Inspire Legacy
Understand the link between health and wealth, and address the potential for physical and mental decline as you age.
Learn From the Leader in Financial Education
The College now offers quality consumer programs accessible for free to the public and distributed through financial services companies, advisors, agents, and other organizations.
1 U.S. Census Bureau. 2020.
2 2023 Retirement Income Literacy Study. The American College of Financial Services. 2024.
3 Pew Research Center Analysis of US Census Bureau Data. 2020.