An Online Learning and Certification Hub for Retirement Plan Sponsors and Fiduciaries



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An informed plan is a better plan. 

We believe in educating and empowering retirement industry professionals through expertly-crafted online courses to improve plan management for the benefit of both employers and participants.

Our online learning and certification hub provides unbiased, accessible and cost-effective resources for proactive and responsible plan sponsors and fiduciaries.

 

 

Click on the course descriptions below to get started.

 

Featured in 401k Specialist Magazine: Advisors Can Get Financial Wellness CE Credit Online

"401k advisors and other industry professionals looking to offer financial wellness education can now enroll in an online course that will help them better guide clients and participants toward successful outcomes"

"The future of our industry is rooted in financial wellness. Any advisor who doesn’t have a strong understanding of financial wellness and the strategy behind it will find themselves at a significant disadvantage.

I've worked with Financial Finesse for years, and we've had hundreds of successful program launches, but it wasn't until I went through this course that I fully grasped the level of strategic impact financial wellness can have on an organization. The fact that a strong financial wellness program helps employees retire with dignity is a no-brainer; it's easy to see that connection. But companies are using this now to transform their cultures, and cement their commitment to employees overall wellbeing, recruit and retain top tier talent, and ensure employees fully appreciate and maximize their benefits. It's amazing one thing can touch so many areas, but financial wellness does and this course shows you how."

-Bill Chetney, Founder and CEO, Global Retirement Partners Advisor Alliance

"Excellent course to get me up to speed and feel confident in my new HR role. Watch the bonus lecture! CE credits were a nice addition too."

- Elisa, HR Manager at Technology Company

"The retirement committee needed better training. Our advisor recommended Fiduciary Education. I’d recommend for any committees or fiduciaries."

- Marcus, VP Finance at Hospital

"I own a construction company and I needed a simple cost effective way for my payroll manager and I to better manage the 401k plan. ERISA Smart Fiduciary Education gave me what I needed."

- Wayne, Business Owner at Construction Company