The Learning Center:
Knowledge + Know-how

Staying informed and relevant can feel overwhelming, especially when a simple search yields countless results. The Learning Center is different. Here, we help you hand-pick the services and programs you need to expand and grow your practice.

Learning Center Membership

Members gain access to:

  • Industry trends, regulatory changes and business-building strategies
  • Case-specific consultations with ERISA specialists
  • Industry experts in our National Speakers Bureau for workshops, client seminars, industry association events and centers of influence forums
  • Continuing education (CE) with certified CE instructors
  • Client-friendly resources and materials

More than just knowledge

We’ll help you expand your personal retirement practice by providing deeper insight into your clients’ workplace retirement and wealth-building programs, effective strategies for working with small business owners and creative approaches to winning and maintaining corporate retirement plans.


The Learning Center Resource Desk is staffed by the Retirement Learning Center, LLC (RLC), a third-party consultant that is not affiliated with Columbia Management. Any information provided is for informational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Management does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Certain material on this website was prepared by the RLC. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Columbia Management.