How to Build a Career in Retirement Planning

Key Takeaways

  • Courses on retirement planning provide specialized knowledge on retirement accounts, strategies, and taxes.
  • Retirement educators often have experience as Certified Financial Planners (CFPs).
  • Building a career in retirement planning typically involves becoming a retirement planner or advisor.

Retirement Educators, Planners, and Advisors

Retirement advice can be obtained through various sources, including retirement planning courses and professional advice. Retirement planners specialize in helping individuals prepare retirement plans and address financial needs after retirement, such as estate planning and insurance. Certified Financial Planner (CFP) is a commonly recognized professional designation for retirement planners. Financial advisors, including CFPs, also provide retirement advice and educate individuals on retirement needs.

Sharing Your Retirement Expertise

There are multiple paths to becoming a retirement educator. You can seek employment with companies that offer retirement planning services and provide training opportunities. Alternatively, you can become a freelance financial planner specializing in retirement or apply to become a teacher for retirement planning courses. It’s important to note that offering retirement advice without proper qualifications and experience can be risky.

FAQ – Frequently Asked Questions

What is a retirement planner or advisor?
A retirement planner is a financial planner who specializes in helping individuals prepare retirement plans. A retirement advisor refers to anyone offering advice on retirement planning.
Are there retirement educators?
Yes, there are retirement planning courses taught by individuals with experience as retirement planners or advisors.
How much does a financial advisor make?
The income of a financial advisor varies based on factors such as experience, location, clients, products, and services provided. The median pay for financial advisors in 2021 was $94,170 per year or $45.27 per hour.


The information provided in this article is for informational purposes only and should not be construed as financial or investment advice. It is always recommended to conduct thorough research and consult with a professional advisor before making any investment decisions.

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