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Long Term Care Update  #290815

Course Details, Learning Objectives, Table of Contents

CPA 6.0
CFP® 4.0

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Course Description

This course was updated on 12/12/2014.

Long Term Care Update 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 Information  
Open link at top of page to view Table of Contents and Learning Objectives.
Program Delivery Method: Self-study (NASBA QAS Self-study/Interactive)
Author: Paul Winn, CLU, ChFC
Course Text: Available two ways: online or print (mailed)
        Downloadable PDF of text is included in price
Course  Exam: Included in price (including retakes)
        Exam questions are online and may be printed
Taking Exam: Take exam online from your "My Courses" page 
        Exam may be started, stopped, & resumed
        Results and certificate available immediately  
        Exam must be passed within one year of purchase
Program Level of Complexity: Overview
Course Prerequisites: None
Advance Preparation: None
Subject Codes/Fields of Study: CFP Board, NAPFA: Insurance Planning.
CPA: Administrative Practice

CPE Credit Information
CE/CPE credit available in all states 
In accordance with the standards of the CFP Board and the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.  

Program Sponsor Information
CFP Board: #1008. CFP Board credits are reported weekly (CFP Board Course ID# 195512).
NASBA: #107615;  also individual state boards of accountancy, as required.

How To Register Online
1. Enter Quantity, Select Format (Online or Print ), Add to Cart
2. Click Begin Secure Checkout or Continue Shopping
3. Login or Create an Account when prompted

Once purchased, PDF courses and online exams will be available
anytime from your "My Courses"  page in "My Account" 

Print courses may also be purchased by phone: 800-588-7039 (Bus./EST)

Don't forget: Get 18% off when you order 3 or more courses
Discounts and shipping/handling, if applicable, are added during checkout

Online Book, Online Exam Price   $49.00
Hardcopy Book (mailed), Online Exam Price   $59.00
Have a Question?
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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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