By completing the course, you will be able to:

  • Assess the need for planning and adjustment in key areas of retirement wellbeing

  • Describe common retirement beliefs and misconceptions

  • Identify where clients are in the process of the retirement transition

  • Apply a range of coaching approaches based on retirement-specific circumstances

  • Discuss retirement coaching strategies, with both clients and coach supervisor

  • Deliver targeted, evidence-based coaching that addresses key underlying needs for achieving wellbeing in retirement

Course curriculum

    1. Course Outline

    2. Welcome!

    3. Important Dates to Remember

    4. Module Format & Tips

    5. Learning Journal

    6. Supplemental Reading

    1. Lesson 1: Introduction - Why Retirement Coaching is Relevant Today

    2. Lesson 2: Retiring Population

    3. Lesson 3: Retirement and Wellbeing

    4. Module Quizzes

    5. Module 1 Quiz

    6. Slide Handout for Additional Notes for Module 1

    7. Additional Notes for Module 1

    8. Red Flag Checklist

    9. Supplemental Reading

    1. Lesson 1: Definitions, Myths, and Individual Differences

    2. Lesson 2: Myths and Misconceptions

    3. Lesson 3: Individual Differences in the Retirement Experience

    4. Module 2 Quiz

    5. Module 2 Reflections

    6. Coaching Retirement Types

    1. Lesson 1: Phases of Retirement Adjustment

    2. Lesson 2: Phases of Retirement Adjustment

    3. Module 3 Quiz

    4. Module 3 Reflections

    5. Coaching in the Retirement Process

    6. References and Supplemental Reading

    7. Live Webinar 1: Questions & Discussion Topics

    1. Learning Journal

    2. Anchors of Retirement Wellbeing

    1. Lesson 1: Who Are You - Identity-Related Adjustments

    2. Lesson 2: Identity Adjustments and Challenges

    3. Lesson 3: Strategies for Identity Adjustment

    4. Module 5 Quiz

    5. Module 5 Reflections

    6. Who You Are: Identity adjustment indicators and strategies

    7. References and Supplemental Reading/ Listening

About this course

  • Free
  • 70 lessons
  • 4 hours of video content