You might want to investigate acquiring the following designations to increase your knowledge and expertise of serving elderly clients:
Designation: Certified Senior Advisor (CSA)
Sponsor: Society of Certified Senior Advisors
Program(s): Classroom, Self-Study, or Fast Start option + exam
Topics: Physiology of aging, housing, nutrition, health, illness, funeral planning, long-term care, Medicare, Medicaid, Social Security, and more.
Cost: $1,195 – $1,395 based on program chosen
Contact: www.society-csa.com / 800.653.1785 (Canada: 877.272.7575)
Note: New eligibility requirements effective January 2008.
Designation: Registered Financial Gerontologist (RFG)
Sponsor: American Institute of Financial Gerontology, University of North Carolina (Greensboro, N.C.)
Program(s): Four required courses, plus choice of two out of six electives + exam
Topics: Main–New science of wealth planning, physical, psychological, social aging, values and ethics of serving older clients, strategies for financing longevity; Electives: long-term care, the new Medicare, families and aging, and more.
Cost: $1,500 (early admission discount offered)
Contact: www.aifg.org / 877.277.2434
Note: RFG program only open to financial professionals; a separate Foundations of Financial Gerontology (FFG) certificate program is offered to all, and may qualify for CE credits.
Designation: Certified Retirement Financial Advisor (CRFA)
Sponsor: Society of Certified Retirement Financial Advisors
Program(s): Live Classroom (four full-days), Virtual Classroom (distance learning) or Self-Study through Javelin Marketing, plus proctored exam.
Topics: Tax issues, asset protection, Medicaid planning, annuities, health insurance, estate planning, post-death issues, charitable giving, hosting senior seminars, and more.