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!

      FREE PREVIEW

    2. Details for Enrollment and Course Materials

      FREE PREVIEW

    3. Course Outline

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    4. Important Dates to Remember

      FREE PREVIEW

    5. Module Format & Tips

      FREE PREVIEW

    6. Learning Journal

      FREE PREVIEW

    7. Supplemental Reading

      FREE PREVIEW

    8. Course Agreement

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

      FREE PREVIEW

    2. Lesson 2: Retiring Population

      FREE PREVIEW

    3. Lesson 3: Retirement and Wellbeing

      FREE PREVIEW

    4. Module Quizzes

      FREE PREVIEW

    5. Module 1 Quiz

      FREE PREVIEW

    6. Slide Handout for Additional Notes for Module 1

    7. Additional Notes for Module 1

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    8. Red Flag Checklist

    9. Supplemental Reading

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    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. Module 2 Resources and Supplemental Reading

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

    12. Positive Ageing Exercises

    13. Perceptions of Ageing (Coaching Exercise)

    14. Perceptions of Ageing Weekly Journal (Coaching Exercise)

    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

    8. Learning Journal

    1. Anchors of Retirement Wellbeing

    2. Module 4 Coaching Resources

    3. Four Non-Financial Considerations in Preparing for Retirement

    4. Retirement Adjustment and Wellbeing Exercise

    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. References and Supplemental Reading/ Listening

    7. Module 5 Coaching Exercises

    8. Sample LifeLine Exercise

    9. Career Review (Coaching Exercise)

    10. Who You Are (Coaching Exercise)

    11. Future Self-Reflection (Coaching Exercise)

About this course

  • $1,250.00
  • 95 lessons
  • 4 hours of video content