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.
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