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. Welcome!

    2. Details for Enrollment and Course Materials

      FREE PREVIEW

    3. Course Outline

    4. Course Format & Participation

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    5. Technical Tips

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

    2. Lesson 2: Retiring Population

    3. Lesson 3: Retirement and Wellbeing

    4. Slide Handout for Additional Notes for Module 1

    5. Additional Notes for Module 1

    6. Red Flag Checklist

    7. Module Quizzes

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    8. Module 1 Quiz

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    9. Supplemental Reading & Resources

    1. Lesson 1: What is retirement?

    2. Lesson 2: Misconceptions About Retirement

    3. Lesson 3: Types of Retirement Experiences

    4. Lesson 4: Different Views and Experiences with Retirement

    5. Module 2 Quiz

    6. Module 2 Reflections

    7. Communicating the Value of Retirement Coaching

    8. Communicating the Value of Retirement Coaching - Handout

    9. Coaching Retirement Types

    10. What does retirement mean to you (Coaching Exercise)

    11. Supplemental Reading & Resources

    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. Supplemental Reading & Resources

    7. Live Webinar 1: Questions & Discussion Topics

    8. Learning Journal

    1. Anchors of Retirement Wellbeing

    2. Four Non-Financial Considerations in Preparing for Retirement

    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. Sample LifeLine Exercise

    7. Supplemental Reading & Resources

About this course

  • $1,250.00
  • 78 lessons
  • 4.5 hours of video content