Retirement Life Coach Certification

Retirement Life Coach Certification - Self-Study

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Course curriculum

1. Welcome!
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2. Details for Enrollment and Course Materials
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3. Course Outline
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4. Course Format
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5. Instructor Access and Assignment Review
  FREE PREVIEW
6. Technical Tips
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7. Learning Journal
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8. Live Webinars
9. Course Participation
1. Lesson 1: Introduction - Why Retirement Coaching is Relevant Today
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2. Lesson 2: Retiring Population
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3. Lesson 3: Retirement and Wellbeing
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4. Module Quizzes
5. Module 1 Quiz
6. Additional Notes for Module 1
7. Slide Handout for Additional Notes for Module 1
8. Red Flag Checklist
9. Supplemental Reading and 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. Coaching Retirement Types
8. Communicating the Value of Retirement Coaching
9. Communicating the Value of Retirement Coaching - Handout
10. What does retirement mean to you (Coaching Exercise)
11. Supplemental Reading and 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 and Resources
7. Learning Journal
1. Case Study Assignment: Modules 1-3
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 and Resources
1. Lesson 1: Introduction
2. Lesson 2: Changes in Daily Occupations
3. Lesson 3: Strategies to Manage Change in Daily Occupations
4. Module 6 Quiz
5. Module 6 Reflections
6. Engaging Activities and Pursuits (Coaching Exercise)
7. Supplemental Reading and Resources
8. Learning Journal
1. Case Study Assignment: Modules 4-6
1. Lesson 1: Relationships and social networks in retirement
2. Lesson 2: Common social adjustments
3. Lesson 3: Strategies for Managing Social Adjustments
4. Module 7 Quiz
5. Module 7 Reflections
6. Who Is Involved (Coaching Exercise)
7. Supplemental Reading and Resources
1. Lesson 1: Who Is Involved - Family Context for Retirement
2. Lesson 2: Strategies for Managing Family Adjustments
3. Module 8 Quiz
4. Module 8 Reflections
5. Partner Checklist
6. Supplemental Reading and Resources
1. Lesson 1: How You Structure It - Free Time Management
2. Lesson 2: Strategies for Free Time Management
3. Module 9 Quiz
4. Module 9 Reflections
5. How You Structure It (Coaching Exercise)
6. Supplemental Reading and Resources
1. Case Study Assignment: Modules 7-10
1. Retirement Coaching Process and Strategies
2. Learning Journal
1. Final Exam
2. Client Case Reflection
3. Course Feedback & Testimonial

About this course

$1,250.00
80 lessons
4 hours of video content

Retirement Life Coach Certification - Self-Study

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

Module 4: Anchors of Retirement Wellbeing

Module 5: Who you are

Module 6: What you do

Case Study Assignment

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: Modules 7-10

Module 10: Retirement life coaching process and strategies

Assessment

About this course