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3 Credits
In the state of North Carolina, you need 24 credit hours every 2 years. Once you complete this course, we'll send over your passing grade so you get the credit you need.
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5 Chapters
This course goes deep into working with seniors so that you not only get CE credits for your state but you gain valuable knowledge.
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3-6-5
Access your courses, certificates, transcript here 365 days a year. Everything you need in one place so you can get back to what matters to you.
Course Curriculum
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1
1. Understanding the Senior Market
- Affidavit of Personal Responsibility
- 1.1 Overview FREE PREVIEW
- 1.2 Purpose of the Course FREE PREVIEW
- 1.3 Defining “Seniors”
- 1.4 Ethical Considerations in the Senior Market
- 1.5 Key Issues Facing Seniors
- 1.6 The Declining of Traditional Sources of Retirement Income
- 1.7 Understanding Senior’s Needs and Goals
- 1.8 Summary
- Chapter 1 Quiz FREE PREVIEW
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2
2. Retirement Goals and Strategies
- 2.1 Overview
- 2.2 Growing Assets
- 2.3 Protecting Savings
- 2.4 Covering Health Expenses
- 2.5 Minimizing Taxes
- 2.6 Leaving a Legacy
- 2.7 Summary
- Chapter 2 Quiz
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3
3. Working with the Senior Demographic
- 3.1 Overview
- 3.2 Helping Seniors Adapt During the Transition
- 3.3 Understanding the Impact of Aging on Decision Making
- 3.4 Trust, Loyalty and How Seniors Search for Information
- 3.5 Key Qualities Seniors Seek in Financial Advisors
- 3.6 Effectively Communicating with Seniors
- 3.7 Cognitive Changes in Seniors
- 3.8 Identifying the “Red Flags” of Cognitive Impairment
- 3.9 Summary
- Chapter 3 Quiz
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4
4. Protecting Seniors
- 4.1 Overview
- 4.2 Other Forms of Senior Abuse
- 4.3 Common Examples of Elderly Scams
- 4.4 Statistics Regarding Seniors and Financial Abuse
- 4.5 Signs of Financial Abuse in Seniors
- 4.6 Elder Abuse Legislation
- 4.7 Producer Responsibility in Protecting Seniors from Financial Abuse
- 4.8 Summary
- Chapter 4 Quiz
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5
5. Ethical Responsibilities While Working with a Senior Market
- 5.1 Overview
- 5.2 The Trend of Senior Designations and Regulations
- 5.3 Senior Designation Table
- 5.4 Best Practices, Policies and Procedures in Working with Seniors
- 5.5 NASAA Model Act and State Laws
- 5.6 Adhering to a Code of Ethics
- 5.7 Designing an Eldercare Network to Best Serve Your Clients
- 5.8 Summary
- Chapter 5 Quiz
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6
Exam
- Final Exam