The CASL® (Chartered Advisor for Senior Living®) Designation can be earned by completing 5 required courses, HS 350, HS 351, HS 352, HS 328, and HS 330.
With more than 76 million baby boomers now moving toward retirement, prepare to help them with all that lies ahead by signing up for the Chartered Advisor for Senior Living®(CASL®) self-study program. CASL® courses deliver practical education that can expand your business and provide lifelong benefits to your clients.
With five in-depth courses, CASL® is the most robust designation available in this specialized field. Completing the program prepares you to lead clients from middle age
through retirement and wealth management and transfer.
Earn the CASL® Your Way
Complete each course as quickly as you like with leading-edge texts and access to extensive online resources at no additional charge, including:
Supplemental readings
Online discussion with course professors
Sample questions
Practice exams
Additional Study Support
Cost-effective supplemental study materials, developed in partnership with Keir Educational Resources, are also available for select courses at an additional cost. Click here to learn more. CASL® Curriculum (Get course descriptions here.)
Five Required Courses HS 328 Investments HS 330 Fundamentals of Estate Planning HS 350 Understanding the Older Client HS 351 Health and Long-Term Care Financing for Seniors HS 352 Financial Decisions for Retirement
The 5-Year Rule: In order to facilitate timely completion of a student's designation and as part of The College's pledge to offer the most up-to-date material and course offerings, all courses are subject to the 5 Year Rule. For more information on the 5 Year Rule, please click here.
Tuition and Fees
Your tuition includes all required study materials, access to convenient online learning tools, and your examination. Supplementary study materials are also available for an additional cost. Click here for information on the supplemental study materials.
Admission Fee (one-time, non-refundable fee for new enrollees at The College): $130
Tuition (includes all textbooks and online study support): $585
Shipping and Handling: $25 (per course)
***Textbooks are regularly revised to reflect recent tax code changes, new legislation and industry trends so you can stay current. Revised textbooks are shipped to students on the first day of the month of your selected testing quarter. Textbooks that are not under revision are shipped as soon as the registration is processed. Please contact a Professional Education counselor if you have questions about textbook revisions.***Three Easy Ways to Register
Online Create your user account and register for your course here
Mail or Fax Download the course registration (pdf) form here and return via mail or fax
Phone Call a Professional Education counselor (Monday-Friday 8 a.m. - 7 p.m., EST) 888-263-7265
All requests for refunds must be made in writing to the Office of Professional Education, The American College, 270 S. Bryn Mawr Ave., Bryn Mawr, PA 19010. We will refund your course tuition less a $155.00 cancellation fee for 30 days into the quarter for which you are registered. Textbooks do not need to be returned and no refund will be given for these textbooks.
