Course Details
Author: Dana Shilling, J.D.
Dana Shilling has an A.B. in History from Goucher College, and a J.D. from the Harvard Law School. A useful combination—because the ever-changing rules make a lot more sense in historical perspective. She has worked in the language simplification/forms design field, which taught her a great deal about how to find the best place to start explaining something difficult and how to convey complex concepts.
Publication/Revision Date: 1/1/2025
Course Exam Questions (online): 78 (multiple-choice)
Program Delivery Method: Self-Study
Available Formats of Course Text: PDF or PDF plus printed copy sent in the mail
Course Level, Prerequisites, and Advance Preparation Requirements
| License | Course Level | Prerequisites | Advance Preparation Requirements |
|---|
| CFP® | Overview | None | None |
| CDFA® | Overview | None | None |
* This program is appropriate for professionals at all organizational levels.
Sponsor ID Numbers
CFP Board Sponsor ID: 1008 — Course ID: 322552
Registered with the Institute for Divorce Financial Analysts
Learning Objectives
As a result of studying the course material, you should be able to meet the objectives listed below:
- Chapter 1 The Elder Care Perspective — Understand the challenges faced by elder care planners, including the implications of the age wave and longevity, emergency planning as compared to long-range planning, ethical problems of elder care planning, and intergenerational and family conflict.
- Chapter 2 Health Choices — Define and explain paid elder care, the kind of care seniors require, where care can be accessed, how care is paid for, and the options for care in the community.
- Chapter 3 Housing Choices — Understand the housing options relevant to elder care planning, including types of housing and the related financial considerations.
- Chapter 4 Financial and Tax Choices — Understand the financial planning considerations that are of particular concern to older clients.
- Chapter 5 Insurance Choices — Describe the various considerations and choices with respect to insurance.
- Chapter 6 Employment and Retirement Choices — Describe the choices and considerations related to employment and retirement that are important to seniors.
- Chapter 7 Estate Planning and Administration — Identify the key elements of the estate planning process, including defining the estate, bequests, trusts, administration, and tax issues.
- Chapter 8 Long-Term Care — Understand the long-term care options available to elder clients.
- Chapter 9 Medicare — Understand the rules and structure of Medicare and the important decisions that need to be made by elder clients.
- Chapter 10 Medicaid — Explain the Medicaid eligibility rules applicable to senior clients.
- Chapter 11 Social Security — Explain the structure of the Social Security system and its benefits.
- Chapter 12 Caregiver Issues — Understand the issues relating to caregivers.
- Chapter 13 Silvertech — Define Silvertech and its use.
- Chapter 14 Preparing for the Worst — Understand the threats faced by elder clients with respect to incapacity, elder abuse, scams, and other challenges.
