Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Life Health > Running Your Business

Group Opens To CASL Holders

Your article was successfully shared with the contacts you provided.

The Society of Financial Service Professionals says its board has agreed to add the Chartered Advisor for Senior Living designation to the FSP eligibility list.

The move means that FSP, Newtown Square, Pa., will permit CASL holders to apply for full memberships and students in CASL programs to apply for associate members, FSP says.

The American College, Bryn Mawr, Pa., runs the CASL program. CASL holders must complete 5 courses, including topics such as long-term care financial for seniors and the fundamentals of estate planning.

The FSP board agreed to open FSP membership to CASL holders in part because holders have passed exams designed to measure mastery of a body of professional knowledge, and in part because holders have agreed to adhere to a professional code of ethics, FSP says.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.