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Secure 2.0 Act in Practice

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Best For

Financial professionals serving clients with an IRA or employer plan.


~1 Hour


Study the applied knowledge at your own pace and gain an in-depth understanding of how SECURE 2.0 impacts retirement planning. 

100% Virtual



To access on-demand knowledge center

Enroll Now Request Info
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On-Demand Learning

SECURE 2.0 Act In Practice

Close existing knowledge gaps with expert analysis and actionable insights from Adjunct Professor of Advanced Planning Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, and Professor of Practice Ed Slott, CPA, in this exclusive thought leadership series.

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Thought Leadership Series: SECURE 2.0 Act In Practice

Access Requirements

The College’s exclusive Thought Leadership Series is topical and built for every professional seeking increased financial knowledge. There are no prerequisite sessions or courses required; nor are there any particular admissions requirements.

To gain access to the program simply:

  1. Enroll in a specific topic area knowledge center
  2. Access the on-demand learning from anywhere and at any time in My Learning Hub
  3. Watch the videos and consume the content at your own pace
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Tuition & CE Credits

Current College students and alumni can unlock savings with a promo code found in their My Learning Hub account. All other learners can access the program for $79.99.

Continuing Education credit is available.

  • The College is offering 1 CE credit toward its Professional Recertification Program (PRP)
  • The College is offering 1 credit of CFP® CE

You must earn a score of 70% or higher on the short quiz to receive credit. Don’t forget to enter your College student ID and/or CFP® number before completing the quiz.

Individual course: $79.99

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What You'll Learn

Our experts have done the heavy lifting on the new regulations for you, distilling what they actually mean in practice for your entire client base — from those planning for retirement to others actively in the decumulation or distribution phase.

Your learning outcomes include:

  • Updated applied financial knowledge for retirement planning within the context of drawdown strategies and overall risk management
  • The ability to respond to client questions and help them avoid costly mistakes
  • An understanding of why SECURE 2.0 Act is important along with its impact on the financial planning needs of business owners and their employees
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Course Delivery

This program is an asynchronous, on-demand offering, where financial professionals can watch videos and consume content at their own pace as well as download and access resources on their own time. Benefit from unique program features that include:

  • A detailed updates presentation with retirement planning experts: Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Adjunct Professor of Advanced Planning, and Ed Slott, CPA, Professor of Practice
  • A short video on key areas of IRA impact for advisors
  • A fast-facts playbook to inform advisors on important changes
  • An in-depth article outlining major points
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Why SECURE 2.0 Act Knowledge is Critical


Pages are left to decode and distill in the SECURE 2.0 Act.


New provisions are introduced with major impacts to business owners, employees, and retirees.


Of advisors need to deliver the right guidance on SECURE 2.0 to their clients.

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SECURE 2.0 Act In Practice Is Right for You If:

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You Have SECURE 2.0 Act Knowledge Gaps

Fill in the Voids with Our Expert Analysis

Become well-versed with a variety of learning tools that range from a detailed updates presentation with esteemed retirement planning thought leaders to a “cheat sheet” on the most important provisions.

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Your Clients Include Business Owners

Educate Them on New Rules and Regulations

Gain critical insights to guide self-employed and business owner clients to strengthen their retirement planning.

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You Want Quality CE Education


Earn 1 CE credit toward The College’s Professional Recertification Program (PRP) as well as 1 credit of CFP® CE. Learners must score a 70% or higher on the short post-video quiz to receive their credit.