We are thrilled to announce our collaboration with the National FPA to co-market the Elder Planning Specialist program!
Our next cohort is scheduled for 2025!
Click the button below to get on our waitlist.
Your clients are getting older.
You need to learn new skills to retain them.
The Elder Planning Specialist Program will teach you what you need to know.
One out of three people retiring today will live into their 90’s. The fastest growing age group in this country are the people over the age of 85.
Take the Elder Planning Specialist Program and Learn How to Be Their Trusted Advisor.
Hear what graduates have to say about the program!
Course Description
This coming age wave will transform how you do business. You will need to learn a whole new set of skills to serve the wealthiest generation in history. Become an Elder Planning Specialist to become a leader in this new field of longevity planners.
The Elder Planning Specialist Training Program is the first program of its kind. It is a ten week online program that deals with all the complex issues that you will face as an advisor to an aging clientele. The program includes:
Students will have reading assignments for each of the modules, followed by opportunities for open and prompted discussions. Completion of the course will require passing the quizzes for each section and a one-hour final exam. Ten hours of CE credits will be available to Certified Financial Planners®.
Course Outline
The course is self paced; however, all requirements for each session must be completed within the one-week time frame.
Week 1
Understanding the Aging Process and the Caregiver's Role
Week 2
Diversity and Aging and Insights into Retirees 85 and Older
Week 3
Legal Issues of Aging
Week 4
Increasing Approaches to Planning for Extended or Long-term Care
Week 5
Social Security and Medicare Planning
Week 6
End of Life Planning/Ethical Wills
Week 7
Diminished Capacity/Elder Abuse
Week 8
Family Meeting
Week 9
Building a Team/Marketing
Week 10
Presentation Review and Discussion
Week 11
Break - Week off
Week 12
Presentation of Elder Plans
Open and prompted class discussions will follow each weekly session. Instructors will offer office hours to provide personal attention.
Grading
There will be a graded quiz and graded discussion each week both of which will count for 50% of your grade for that week, and one-tenth of your final grade. There will be a graded final exam that will count for one-tenth of your final grade. You will need a final grade of at least 70% to receive a certificate of completion.
Tuition
Tuition: Early Enrollment: $1495 ($1595 after early bird time period).
Enrollment will close after the first 50 registrations.
The course is offered jointly between National FPA and Plan4Life, LLC