Chartered Advisor for Senior Living (CASL)

Are you seeking to earn the CASL designation? Then you've come to the right place!

Bank Training Center offers training courses to help candidates pass their Chartered Advisor for Senior Living certification exams and earn the prestigious CASL designation.

The Chartered Advisor for Senior Living (CASL) designation is the undisputed professional credential for individuals who typically work with seniors as a normal course of their business practices.

The CASL designation imparts the training, understanding, and knowledge that enables certificants to address the main concerns of this senior demographic � areas such as the financial, health, psychological and sociological issues that seniors face.

Curriculum

Candidates must pass an examination for the following five required courses to earn the designation:

Required Courses

328: Investments
330: Fundamentals of Estate Planning
350: Understanding the Older Client
351: Health and Long-Term Care Financing
352: Financial Decisions for Retirement

Each course will take candidates about 50-70 hours to complete. The program is self-paced; candidates may finish these five courses as quickly as they are able. Generally, candidates complete their designation requirements between 15-24 months.

Tuition

The tuition for each course above is $599, plus $25 for shipping and handling of course materials. The exam fee is included in this tuition. For new students to The American College, there also is a one-time, non-refundable New Student Fee of $135.00.

Examination Requirements

Each of the five exams is a two-hour, 100 question, computer-administered test. National exams are given throughout the year at local testing centers; results are provided immediately upon the completion of your exam. Contact PearsonVue Education at 866-392-6822 for more information or to schedule your exam.

Additional Requirements

Candidates must meet experience requirements and ethical standards, including three years of business experience immediately preceding the date of use of the designation are required; an undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience and, when using formal education as qualifying experience, the remaining two years must immediately precede the date of the award.

Continuing Education Requirements

Designees are required to complete 15 hours of continuing education each two years, while at least 10 of these hours should be in course work directly related to this designation.

Recommended Courses & Available Training Options

Bank Training Center offers exam prep courses to help candidates pass the CASL designation. For example, we offer numerous self-study and online supplemental training materials so you can select the format that best fits how you learn.

Simply select one of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "CASL - Chartered Advisor for Senior Living".

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Designations/Certifications
Accredited Investment Fiduciary (AIF�)	Certified Income Specialist (CIS)	CFP Review Course
Certified Annuity Specialist (CAS)	Certified IRA Services Professional (CISP)	Chartered Advisor for Senior Living (CASL)
Certified Bank Teller (CBT)	Certified Lender Business Banker (CLBB)	Chartered Financial Analyst (CFA)
Certified Corporate Trust Specialist (CCTS)	Certified Personal Banker (CPB)	Chartered Financial Consultant (ChFC)
Certified Customer Service Representative (CCSR)	Certified Retirement Services Professional (CRSP)	Financial Risk Manager (FRM)
Certified Estate and Trust Specialist (CES)	Certified Securities Operations Professional (CSOP)	Professional Plan Consultant (PPC)
Certified Financial Marketing Professional (CFMP)	Certified Senior Advisor (CSA)	Qualified Financial Advisor (QFA)
Certified Financial Planner (CFP)	Certified Tax Specialist (CTS)	Steps to Achieve CFP� Certification
Certified Financial Services Security Professional (CFSSP)	Certified Trust and Financial Advisor (CTFA)
Certified Funds Specialist (CFS)	CFP Courses for Certification
Licensing
Insurance Licensing	Series 24 Exam Prep	Series 51 Exam Prep
Securities Licensing	Series 26 Exam Prep	Series 53 Exam Prep
Series 3 Exam Prep	Series 27 Exam Prep	Series 55 Exam Prep
Series 4 Exam Prep	Series 28 Exam Prep	Series 62 Exam Prep
Series 6 Exam Prep	Series 30 Exam Prep	Series 63 Exam Prep
Series 7 Exam Prep	Series 31 Exam Prep	Series 65 Exam Prep
Series 9 Exam Prep	Series 32 Exam Prep	Series 66 Exam Prep
Series 10 Exam Prep	Series 37 Exam Prep
Series 11 Exam Prep	Series 38 Exam Prep
Professional Development
Bank Compliance Training And Education	Banking Certifications / Designations	Mortgage Broker Training
Bank Fraud Prevention	Continuing Education Courses	Mortgage Loan Processor Training
Bank Management	Estate Planning	Trusts and Estates Training
Bank Teller Training	Loan Officer Training