| Curriculum | How to Construct Retiree Investment Portfolios to last Retiree-specific income tax issues How to use annuities and fixed income ladders for income Estate Preservation and Planning Long Term Care issues Trusts, Advance directives Working with other professionals How retirees make financial decisions How to communicate with retirees | No Significant Financial Training Trends in aging
Principles of Aging
Social Aspects of Aging
Alzheimer's and dementia
Chronic illness in seniors
Financial planning
Estate planning
Social Security
End-of-life planning
Senior spirituality
Medicaid planning
Tax planning
Senior housing
Long-term care
Resources for seniors
Marketing to seniors | Investments same course used in ChFC program, a non-retirement specific program Fundamentals of Estate Planning same course used in ChFC Program a non senior-specific program Understanding the Older Client (program in development) Health and Long-Term Care Financing (program in development) Financial Decisions for Retirement (program in development) | This is not a financial designation Profile of the World and our aging population Principles, Progression & the Effects of Aging How Society Deals With the Social Aspects of Aging Alzheimer’s Disease & Dementias Understanding Chronic Conditions In Elders Caregiving in America Social Security Programs for Elders Marketing to Elders Communicating with Elders Housing options For Elders Medical Insurance for America 's Elderly Elders and Fraud Abuse Ethics and Marketing to Elders Elder Nutrition and Fitness Long Term Care Issues for the Elder End of Life planning Issues for the Elder Funeral Planning Bereavement – Grief and the Healing Process Financial Planning Basics for Elders Retirement & Investment Basics for Elders Legacy Planning Income Tax Planning Considerations for the Elder Putting It All Into Perspective! Positioning Yourself as an Elder Planning Counselor |
| Continuing Education required | Yes. Attendance or review of online training classes and 70% correct completion of quizs and 15 CE credits per year. | Yes. All members must complete 18 CSA CE credits every three years through volunteering for seniors and on-line CSA CE ethics classes, or entirely in CSA CE ethics. | Not Specified | |
| Types of people who enroll | Financial advisors
Financial Planners
Insurance Agents
Stockbrokers
Investment Advisors
CPAs and Attorneys involved in financial advising to retirees
| This is not a financial designation, program widely marketed to: Accountants
Home Health Professionals
Attorneys
Insurance Agents
Business Executives
Long-term Care Consultants
Clergy
Realtors
CPAs
Reverse Mortgage Lenders
Doctors
Nurses & Pharmacists
Senior Housing Professionals
Financial Planners
Social Workers
Geriatric Care Professionals | Designed for Life Insurance professionals. | This is not a financial designation as the home page says that the types of people who enroll are: Doctors, Nurses, Health Care workers, Care Givers, Nursing & Retirement Home owners as well as Funeral Home Directors, Insurance and Financial Advisors, real estate agents, Attorneys and Accountants, Care givers, Medical personnel and generally people who work in the 50+ age group through education on topics focusing upon the evolving and specialized needs of Americas citizens as they age. |
