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Financial Planning for Senior Clients  #295724

Course Details, Learning Objectives, Table of Contents

CFP® 15.5

CDFA®: 15.5

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Course Description

Publication/Revision Date: 5/13/2022

This course addresses the myriad of issues that must be considered when advising older clients. The course examines financial, tax, insurance, and estate planning considerations, and it provides guidance on healthcare choices including Medicare and Medicaid and housing options, such as assisted living and long-term care. The course also addresses issues related to employment, such as the timing of retirement, when to claim social security benefits, and tax issues around IRAs and 401ks. Also covered are issues related to COVID 19 and recent laws, such as the required minimum distribution changes and other effects of the Secure Act and the CARES Act.

Case studies provide examples of the issues that retirees and their families face and how a financial planner can address them.

Course, Credit, Reporting, Sponsor Information  
(See above: Course Details, Learning Objectives, Table of Contents)
Reporting: CFP Board CE credits are reported weekly, if applicable.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS a printed copy of the course-book sent via USPS.

How To Register Online
1. Enter Quantity 
2. Select Purchase Option
3. Click Add to Cart
4. Click Begin Secure Checkout or Continue Shopping
5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout

Online Book, Online Exam Price   $119.00
Hardcopy Book, Online Exam Price   $149.00

Purchase Option: 
CFP® Credit Reporting Fee:
CFP Board now charges a per-hour fee for credit reporting. You are required to pay this fee if you want CFP® credit for this course. If you are not a CFP Board certificant, select Decline

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® 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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