Choose:


CASL® (Chartered Advisor for Senior Living®)

Overview:

CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.

Educational Requirements:

Requires five college-level courses: Understanding the Older Client; Health and Long-Term Care Financing for Seniors; Financial Decisions for Retirement; Investments; and Fundamentals of Estate Planning.

Prerequisites/Experience:

Requires three-years of full-time, relevant business experience.

Ethics:

Must adhere to The American College’s Code of Ethics, which includes the following professional pledge: “I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”

Examinations:

Requires five closed-book, course-specific, two-hour proctored exams.

Continuing Education:

30 hours of continuing education (including 1 ethics) credits every two years.

Enforcement:

Designation may be removed for unethical conduct through the certification committee of The American College’s Board of Trustees. There are special requirements for use of “senior” or “retirement” designations in a number of states, and CASL® is approved for use in every jurisdiction.

Accreditation:

The American College has the highest level of educational accreditation—regional accreditation—through the Middle States Commission on Higher Education.

File a Complaint about a Designee:

You may file a complaint in writing to: The Registrar; The American College; 270 S. Bryn Mawr Ave; Bryn Mawr, PA, 19010 or by emailing Registrar@TheAmericanCollege.edu.

Issuing Institution:

The American College, an accredited non-profit educational institution with an 84-year heritage, confers the CASL®. The College has a full-time faculty of industry experts andis the leading educator of financial professionals in the United States.
View the brochure
TheAmericanCollege.edu/CASL



Note: The American College is providing this information as a public service. It is correct to the best of our knowledge, but we neither guarantee its accuracy nor endorse any credentials for which we are not responsible as a credentialing organization.

Sponsored by: