Financial and Estate Planning Skills Training & Continuing Education

Financial and Estate Planning Skills Training Including Live Online Training Events, On-demand Resources and Bookstore Products

Are you a retirement or estate planning professional? Do you want to be sure you’re providing the most up-to-date information regarding the changes in the regulations in areas such as Social Security and Medicare to your clients? Do you need a time-efficient, convenient way to fulfill your continuing education requirements?

If you answered “yes” to any of these questions, you’ve come to the right place. Lorman Education Services offers a complete assortment of retirement planning continuing education programs that will help you stay current and compliant. You’ll also enjoy the many benefits of being able to take retirement plan training courses online.

Timely, Relevant Retirement Plan Training That Impacts Your Business

Retirement planning encompasses a broad spectrum of topics, and you’ll find courses covering all of them at Lorman Education Services. Topic examples include estate planning for younger individuals, using life insurance for charitable giving, trust and administration, and the advantages of delaying receiving Social Security benefits.

Our knowledgeable faculty members — who are subject-matter experts in their specific retirement planning areas — prepare all courses. Some courses can also help you meet the financial planner continuing education requirements in your state.

We Offer Multiple Types of Continuing Education Courses Online

We make retirement planning continuing education easily accessible. All you need is a computer with Internet access. Online retirement planning training options include live presentations that bring the in-person seminar format to your computer.

We also offer an abundance of on-demand training resources that are available around the clock for your convenience. You’ll find everything from OnDemand webinars, informative whitepapers, articles, manuals, slide-deck presentations and more.

We’ve Been a Trusted Continuing Education Program Provider for Nearly Three Decades

When you choose Lorman for your retirement planning continuing education needs, you get an experienced program provider with a 28-year track record of success. We’ve helped more than 1.4 million busy professionals enhance their knowledge and achieve their career goals.

Unlimited Training With the All-Access Pass

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

Live Webinars
OnDemand Webinars
MP3 Downloads
Course Manuals

Audio Recordings*
Executive Reports
White Papers and Articles
Sponsored Live Webinars