Retirement Life Planning Course for Professionals

Grounded in research on retirement adjustment and wellbeing, the Retirement Life Planning Course for Professionals is ideal for those who are looking to support clients with the non-financial side of retirement.

Buy $1,250.00

Course curriculum

1. Welcome!
2. Details for enrollment and course materials
3. Course Outline
4. Learning Journal
5. Module Format & Tips
6. Live Webinars
7. Course Agreement
1. Lesson 1: Introduction - The need for retirement life planning
2. Lesson 2: Retiring Population
3. Lesson 3: Retirement and Wellbeing
4. How to Use the Red Flag Checklist
5. Red Flag Checklist
6. Module Quizzes
7. Module 1 Quiz
8. Supplemental Reading
1. Lesson 1: Different views and experiences with retirement
2. Lesson 2: Misconceptions about Retirement
3. Lesson 3: Differences in the Retirement Experience
4. Lesson 4: Gender and Other Differences in Retirement Experiences
5. Module 2 Quiz
6. Planning with Retirement Types
7. Module 2 Reflections
8. What does retirement mean to you? (Client Exercise)
1. Lesson 1: Phases of Retirement Adjustment
2. Lesson 2: Phases of Retirement Adjustment
3. Module 3 Quiz
4. References and Optional Reading
5. Learning Journal
1. Case Study Assignment 1
1. Anchors of Retirement Wellbeing
2. Anchors of Retirement Wellbeing (Client Exercise)
1. Lesson 1: Who Are You - Identity-Related Adjustments
2. Lesson 2: Strategies for Identity Adjustment
3. Module 5 Quiz
4. Module 5 Reflections
5. Who You Are: Identity adjustment indicators and strategies
6. Overview of Client Exercises
7. Career Review (Client Exercise)
8. Who You Are (Client Exercise)
9. Future Self-Reflection (Client Exercise)
1. Lesson 1: Introduction
2. Lesson 2: Strategies to Manage Change in Daily Occupations
3. Module 6 Quiz
4. What You Do - Adjustment Indicators and Strategies
5. Module 6 Reflections
6. Engaging Activities and Pursuits (Client Exercise)
7. Meaningful Activities & Pursuits (Client Exercise)
8. Learning Journal
9. Overview of Module 6 Client Exercises
1. Case Study Assignment #2
1. Lesson 1: Relationships and social networks in retirement
2. Lesson 2: Strategies for Managing Social Adjustments
3. Module 7 Quiz
4. Who Is Involved - Social Adjustment Indicators and Strategies
5. Module 7 Reflections
6. Overview of Module 7 Client Exercises
7. Who Is Involved (Client Exercise)
8. Social Preferences Questionnaire (Client Exercise)
1. Lesson 1: Who Is Involved - Family Context for Retirement
2. Lesson 2: Strategies for Managing Family Adjustments
3. Module 8 Quiz
4. Who Is Involved - Family Adjustment Indicators and Strategies
5. Partner Checklist
6. Couple's Retirement Review (Client Exercise)
7. Module 8 Reflections
8. Supplemental Reading/ Listening
1. Lesson 1: How You Structure It - Free Time Management
2. Lesson 2: Strategies for Free Time Management
3. Module 9 Quiz
4. How You Structure It - Adjustment Indicators and Strategies
5. Module 9 Reflections
6. How You Structure It (Client Exercise)
1. Case Study Assignment #3
1. A Model for Retirement Life Planning
2. When and How to Refer
3. Soundbites & Sample Questions
4. Anchors of Wellbeing - Sample Questions
5. When and How to Refer
6. Learning Journal
1. Retirement Life Planning Course Exam
2. Feedback and Testimonial

About this course

$1,250.00
81 lessons
4 hours of video content

Retirement Life Planning Course for Professionals

Course curriculum

Pre-Course Work

Module 1: Introduction

Module 2: Different views and experiences with retirement

Module 3: The process of adjustment in retirement

Case Study Assignment 1

Module 4: Anchors of Retirement Wellbeing

Module 5: Who you are

Module 6: What you do

Case Study Assignment #2

Module 7: Who is involved Part 1 (Social networks and relationships)

Module 8: Who is involved Part II (Family)

Module 9: How you structure it

Case Study Assignment #3

Module 10: A Model for Retirement Life Planning

Assessment

About this course