Self-Study CPE Courses for Financial and Tax Professionals

Paul Winn's Long Term Care Update View Table of Contents [ Print This Page ] CPE Credit: CFP®: 5 Licenses: Certified Financial Planner® Course Description (scroll down to order) This course was updated on 1/1/2012. Long Term Care Fundamentals is a basic long term care course that examines the subject in four chapters. Chapter 1 considers the nature of long term care, including the typical conditions requiring long term care, the differences between skilled and custodial care, and the settings in which long term care is delivered. Chapter 2 addresses the issues of long term care costs and payers, including the national average costs for skilled and custodial care in nursing homes, assisted living facilities, adult day care facilities, and in the care recipient’s home. Population trends and the effects on long term care are discussed, with particular consideration given to the baby boom generation. Chapter 2 ends with an examination of the various long term care cost payers, including Medicare, and Medicaid. Chapter 3 discusses long term care insurance and various alternatives to stand-alone policies for payment of benefits. The chapter considers the various approaches used by insurers to deliver benefits, benefit triggers, basic and optional long term care insurance provisions, and the tax treatment of long term care insurance premiums and benefits. The chapter ends with a consideration of the various alternatives for long term financing. Chapter 4 addresses the suitability and ethical issues that impact the long term care insurance sale, including the need to provide full disclosure to enable the client to make an informed decision, and the requirements for making an appropriate long term care insurance policy replacement. Course and Credit Information Author: Paul Winn, CLU, ChFC Course text (90 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, available in print or download . Program level: Overview; Course prerequisites: None; Advance preparation: None Subject Codes/Fields of Study: CFP Board,  NAPFA: Insurance Planning and Financial Planning. NAPFA members: Download a course credit-by-subject chart from our Resources page. Credit Information: CFP® 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. Download Price:  $59.00 Print Price:  $69.00 Quantity  Purchase Option:  PDF/Download Print Version (U.S. addresses only)