Course Description
(scroll down to order)
This course was updated on 8/20/2006.
This comprehensive financial planning course addresses the unique planning needs of the older client. All of the essential topics are covered, with particular emphasis on retirement planning, estate planning, and insurance planning.
Retirement subjects include Social Security, Medicare (including prescription drug coverage under Part D), Medicaid, IRAs, annuities, and general investment options.
Estate planning topics include trusts, taxation, charitable giving, small business/family farms, and incapacity planning.
Insurance topics include life insurance, long-term care insurance, and Medigap.
In addition, the overall planning process, legislation, health care, the family home, and nursing homes/assisted living are covered, all from an elder-care perspective.
Included throughout the text are helpful planning tips and examples, and there is a separate chapter containing case studies to aid in the learning process.
Course and Credit Information
Author: Dana Shilling, J.D. an expert on personal finance and elder law.
Course text (282 pages)
Exam and Grading: Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable).
Program delivery method: Self-study–print or download
Program level: Overview; Course prerequisites: None; Advance preparation: None
Subject Areas
CFP Board: "E" Retirement Planning and Strategies; "B" Insurance Policies and Strategies; "F" Estate Planning Benefits and Strategies.
NAPFA: Retirement Planning & Employee Benefits (12 cr.); Insurance and Risk Management (3 cr.); Estate Planning (2 cr.). Download a course credit-by-subject chart from our Resources page.
CPE credit Information: CFP®, NAPFA, and PACE credit available in all states.
Course-sponsor number:
CFP Board: 1008.
How to Order
Order online or by phone (800-588-7039)
To order online:
1. (Optional) Log-in or Open an Account.
2. Enter quantity below
3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer).
4. Click "Add to Cart", continue shopping or proceed to secure checkout.
PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it.
Don't forget: Get 18% off when you order 3 or more courses.
Discounts and shipping/handling, if applicable, are added during checkout, just before payment.
Advisor's Guide to Planning
are certification marks owned by the Certified
Financial Planner Board of Standards, Inc. These marks are awarded to individuals who
successfully complete CFP® Board's initial and ongoing certification requirements.
