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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".

Recommended Books/CDs/Other Training Resources

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