The retirement plans industry is a complex and knowledge-intensive environment. Through our curriculum consultation and course design process, we make sure that our professional development and training services provide real-world, practical guidance that is aligned with your training objectives and targeted to your specific audience.
Sales desk and sales support staff
Client service representatives/call center staff
Integrated Retirement’s training solutions prepare financial organizations to deliver effective, targeted education. The education can be delivered through
On-demand programs and videos
Scripted PowerPoint® presentations
Integrated Retirement’s professional development programs qualify for continuing education for several industry designations sponsored by organizations such as the American Retirement Association (ASPPA, NAPA), CFP Board®, CIMA®, Society of Human Resource Management (SHRM), and Institute of Certified Bankers (ICB). Integrated Retirement has developed a number industry certification programs, including a 4-day live presentation approved by the ICB for its Certified IRA Services Professional (CISP) designation, which is presented by Integrated Retirement senior trainers.