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Chartered Advisor for Senior Living (CASL)

Chartered Advisor for Senior Living (CASL)


Searching for CASL training? Then you've come to the right place!

ABTrainingCenter.com offers CASL training and CASL certification courses for those individuals interested in earning the prestigious Chartered Advisor for Senior Living designation.

The Chartered Advisor for Senior Living (CASL) designation is the undisputed professional credential for persons who would like to cater to the unique needs of senior clients.

This designation provides advisors with the comprehensive skills to address the main concerns of this demographic, covering such items as financial, health, psychological and sociological issues. Advisors who complete the program will exhibit the competency to gain the trust of senior prospects, thus providing themselves the opportunity to be positioned as an expert in this growing segment of the market.

Curriculum
Candidates must pass an examination for the following five required courses to earn the designation:

Required Courses
  • 328: Investments
  • 330: Fundamentals of Estate Planning
  • 350: Understanding the Older Client
  • 351: Health and Long-Term Care Financing
  • 352: Financial Decisions for Retirement
As a general rule, candidates should plan to spend 50-70 hours studying for each course. The program can be completed as quickly as a candidate desires, but most students complete their designation requirements within 15-24 months.


Tuition

The tuition for each course above is $550, plus $15 for shipping and handling of course materials. The exam fee is included in this tuition. For new students to the College, there also is a one-time, non-refundable New Student Fee of $125.00.


Examination Requirements

Each exam is a two-hour, 100 question, computer-administered exam. National exams are given throughout the year at local testing centers, with your results provided immediately upon the completion of your exam. Contact PearsonVue Education at 866-392-6822 for more information or to schedule your exam.


Additional Requirements

Candidates must meet experience requirements and ethical standards, including three years of business experience immediately preceding the date of use of the designation are required; an undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience and, when using formal education as qualifying experience, the remaining two years must immediately precede the date of the award.


Continuing Education Requirements

Each designee must complete 15 hours of continuing education every two years, with the additional condition that at least 10 of these hours should be in course work directly related to the course work required to obtain this designation.
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