CASL™
Retirement Coaching Program

Required Courses:
Click on a course for more more details

HS 350
Understanding the Older Client
HS 351
Health and Long-Term Care Financing for Seniors
HS 352
Financial Decisions for Retirement
HS 328
Investments
HS 330
Fundamentals of Estate Planning

Tuition and Fees for CASL
(Chartered Advisor for Senior Living®)

Admission Fee (one-time only)
New students only, non-refundable
$125.00
Course Tuition (per course)
Includes all textbooks and online study support
$550.00
Shipping and Handling (per course)
$15.00

More than 76 million baby boomers are now moving through the second half of life. Be prepared to help them with all that lies ahead by signing up for the CASL self-study program. Practical education that can extend your business and benefit your clients for years to come.

CASL prepares you to lead clients from middle age through retirement and wealth management and transfer. And, it is the most robust designation available in this specialized field.

Complete each course as quickly as you like and access extensive online resources at no additional charge, including supplemental readings, online discussion with course professors, sample questions and entire practice exams.

Three Easy Ways to Register
 
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