The College for Financial Planning, based here, is offering advisor training for a financial planning designation that focuses on issues related to working with seniors -- a fast-growing age group that it says will represent 20 percent of the population within the next 25 years.
Course topics include trends in aging, chronic illness, and long-term care issues for seniors; financial, end-of-life, and estate planning; and Social Security; Medicaid and tax planning, senior housing, Alzheimer's and dementia, and the social and spiritual aspects of aging. This certification program also emphasizes on building the advisor's practice, including marketing to seniors.
Training for the Certified Senior Advisor (CSA) designation training is offered via a three and one-half-day class in more than two-dozen U.S. and Canadian cities that includes a proctored exam, or through a self-study program. In addition, an online format will be available in August.
The self-paced and online formats allow candidates up to six months to complete the course with the same instructors who teach the live program. Students receive videotaped presentations on CDs and use the same textbook and workbook used in the live class. Information on the CSA training is available at www.cfp.edu.
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