About Financial Planning for the Older Client (Scroll down to order)
This course was updated on 8/02/2006.
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 Information
Author: Dana Shilling, J.D. an expert on personal finance and elder law.
Course text (282 pages): exam,
e-Exam auto-grading answer sheet, (a faxable answer sheet is also included), and reporting to CFP Board (if applicable).
Program delivery method: Self-study–print or download
Subject Codes/Fields of Study:
CFP Board: "E" Retirement Planning and Strategies; "B" Insurance Policies and Strategies; "F" Estate Planning Benefits and Strategies.
NAPFA: Retirement Planning & Employee Benefits (15 cr.); Insurance and Risk Management (4 cr.); Estate Planning (2 cr.). (Download a course credit-by-subject chart:
NAPFA Subject Areas.)
CPE credit Information: CFP
®, NAPFA, and PACE credit available in all states.
Course-sponsor number:
CFP Board: 1008.
Beacon Hill e-ExamThis course comes with the
Beacon Hill e-Exam electronic exam answer sheet. Complete your exam online and receive an Emailed response with your certificate attached.
The
e-Exam electronic PDF form is attached directly to the downloadable PDF version of the course. If you prefer, you can print a blank answer sheet, complete it by hand, and fax it in.
If you are ordering the print version of the course, you can use the faxable answer sheet (completed by hand) that is included with the course, or go online to our
Resources page and download the
e-Exam answer sheet form (course #254) .
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 PURCHASE OPTION (Print or PDF/Download)
4. CLICK "ADD TO CART"
Discounts and shipping/handling, if applicable, are added during checkout, before payment.
Don't forget: Get 18% off when you order 3 or more courses!
Financial Planning for the Older Client
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.
