Course Curriculum

  • 1
    1. Understanding the Senior Market
  • 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
  • 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
  • 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
  • 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
  • 6
    Exam
    • Final Exam

Course Snapshot

  • 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.

  • 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.

  • 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.