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Beacon Hill CE | CFP and NAPFA self-study CE course on Long Term Care by Paul Winn | Online Exam
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Beacon Hill CE | CFP and NAPFA self-study CE course on Long Term Care by Paul Winn | Online Exam Paul Winn's
Long Term Care Update

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CPE Credit:
CFP®: 5

Licenses:
Certified Financial Planner®

Course Description
(scroll down to order)
This course was updated on 2/1/2014.

NOTE: Beginning January 1, 2015, the CFP Board credit for this course will drop from 5 to 4 hours. Exams for this course that are  successfully completed by 12/31/14 will receive 5 CE hours.

Long Term Care Update, 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 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. 

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 (91 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.

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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

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CFP®, CERTIFIED FINANCIAL PLANNER, and 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.
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