Cash Balance Coach®

Training and Certification for Retirement Plan Professionals

Interested in growing your 401(k) and wealth management practice? Join more than 2,000 financial advisors and retirement professionals who have completed our highly rated, results-focused training program. Register now and complete our popular 4-part webinar series at your own pace with our on-demand program. Learn more about Cash Balance Coach training, syllabus and certification.

REGISTER FOR OUR FALL 2019 SESSION: OCTOBER 10, 15, 16 & 23
ALL WEBCASTS 10 – 11AM PDT / 1PM – 2PM EDT*

*All live sessions are recorded for on-demand playback. Register today and you’ll receive special details about how to attend the live sessions. 

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 live webcast series is recorded for on-demand playback, so you can complete your training at your own pace.


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

Register Now

Already a member? Login below