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Retirement Education and Training Resources

Retirement Education and Training Resources

Courses by leading experts to help you plan, protect and provide retirement income.

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The New Retirement Reality: Check your understanding.

Now that you have viewed the course, you must complete this online quiz in test your knowledge. When you have completed the last question, click the “Finish Your Understanding and Feedback” button to submit your final answers. You may not return to review or change your answers after submitting or if you close the browser window. You may restart the quiz if needed.

Your quiz score will be displayed on your screen upon submitting your answers. A score of 70% is required to pass the quiz.

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  • We regret to inform you that you have not passed the quiz. You must earn a score of 70 or higher in order to pass this exam and earn 1.0 CE credit hour if you need CE credit.

    We suggest you wait at least one day before taking this quiz again, to allow yourself ample review time.

  • You passed the quiz. If you need CE credit, we will report your 1.0 CE credit hour for CFP® and CRC®. You are responsible for reporting your 1.0 CE credit hour for ASPPA. CRPC® and the American College’s Professional Recertification Program (CLU®, ChFC®, RICP®, CASL). Please print your certificate for your records.

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  1. Question 1 of 5
    1. Question
    1 point(s)

    Which of the following is not true about what consumers think about retirement income planning?

  2. Question 2 of 5
    2. Question
    1 point(s)

    When setting lifestyle and legacy goals, the following should be taken into consideration, except:

  3. Question 3 of 5
    3. Question
    1 point(s)

    The following are true when estimating the retirement lifestyle, except:

  4. Question 4 of 5
    4. Question
    1 point(s)

    It is important to keep the following in mind when estimating clients’ longevity in retirement income plans, except:

  5. Question 5 of 5
    5. Question
    1 point(s)

    Planning for spending in retirement should include the following, except:

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