In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fee structures and other key differentiators. You will also gain a deeper understanding of the options for funding. The information provided in this course will make CFP professionals and their clients more educated and informed consumers.
Learning Objectives:
- Define the various types of senior living options available
- Be able to contrast the differences between senior living models of care and the advantages and disadvantages of each
- Recognize the inputs that impact and influence pricing
- Understand the funding options available 5. Recommend important questions for clients to ask when evaluating and comparing senior living providers
*CE/CPE Eligible: 2.0 CE credits are available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 2.0 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
