Cash Balance Coach®

Training and Certification for Retirement Plan Professionals

Interested in growing your 401(k) and wealth management practice? Join more than 1,200 financial advisors and retirement professionals who have completed our highly rated, results-focused training program. Complete our popular 4-part webinar series at your own pace with our on-demand program.

You’ll earn your Cash Balance Consultant (CBC) designation and master key strategies for business growth, partnering with the nation’s Cash Balance leader to take advantage of the fastest-growing segment in the retirement industry today. Our engaging four-part webcast series is available on-demand, so you can complete it any time, at your own pace.


Click here to learn more about the benefits of Cash Balance Coach® training.

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