Every day, 10,000 Baby Boomers retire—and one in three will live into their 90s. Families are facing longer retirements, rising healthcare costs, and complex caregiving challenges.
Become a Certified Elder Planning Specialist (CEPS)
The Problem & Opportunity
Yet most financial advisors were never trained to help clients navigate
The result? 90% of heirs switch advisors after inheritance, putting trillions of assets at risk. This is your opportunity to change that.
Why This Certification Matters
Traditional financial planning often stops at retirement. Elder planning begins where retirement planning ends.
Becoming an Elder Planning Specialist equips you to retain client families across generations, differentiate your practice, and deliver deeper value in a rapidly aging society.
| Traditional Planning | Elder Planning |
|---|---|
| Wealth accumulation focus | Wealth transition focus |
| 20- to 40-year horizons | 5- to 20-year implementation |
| Market volatility | Healthcare & family dynamics |
| Financial plans & policies | Elder Plans & family coordination |
Becoming an Elder Planning Specialist equips you to retain client families across generations, differentiate your practice, and deliver deeper value in a rapidly aging society.
Program Overview
What You’ll Learn
The CEPS curriculum is delivered in ten expert-led modules over two days — packed with real-life case studies, practical strategies, and immediately applicable insights.
Topics Include:
Learning Outcomes
Develop customized ElderPlans® for clients
Facilitate crucial family conversations
Build multidisciplinary networks
Deliver comprehensive client solutions
What You’ll Gain
Elder Planning Specialist Certificate
10 CFP® CE hours
Retain clients through wealth transfer
Deepen trust with families
Differentiate yourself in a competitive marketplace
Enrollment Information
Spring 2026 (date TBD)
Investment: FPA member $1,195 | Non-member $1,495
Deadline to Enroll: Spring 2026 (date TBD)
Class Size: Limited to 25 participants
