Bryn Mawr, Pa. (April 2, 2004) -- The American College has created a new designation for financial advisors serving retired clients and clients planning for retirement.
In order to earn the Chartered Advisor for Senior Living designation, advisors must pass five college-level courses and meet certain experience, ethical and continuing education requirements. The five courses cover investments, the fundamentals of estate planning, understanding the older client, health and long-term care financing, and financial decisions for retirement. In addition, graduates will learn best practices and proven strategies to assist seniors with key lifestyle issues, including work and retirement, family relationships, psychological perspectives on aging, and health care issues.
The curriculum was developed by the college with an advisory committee of industry professionals from New York Life, GE Financial Assurance, State Farm, MetLife, Northwestern Mutual, Bankers Life and Casualty, Physician’s Mutual, Mutual of Omaha, John Hancock, Prudential Financial and MassMutual.
Each course in the curriculum costs $425, which includes all printed study materials, audiocassette reviews, videotapes and access to online courses, where available. New students pay a one-time $70 nonrefundable matriculation fee. Information is at www.amercoll.edu.
-- WebCPA staff
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