 |  | | | | CASL® Curriculum |  | The CASL® (Chartered Advisor for Senior Living) designation can be earned by completing 5 required courses.
Click on a course for more details. | HS 328 Investments
Covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options and futures contracts. Includes an extended discussion of tax issues in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client’s portfolio.
Close | | HS 330 — | Fundamentals of Estate Planning | HS 330 Fundamentals of Estate Planning
Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration and taxation of property. Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous transfers of property outright or with trusts, wills and powers of appointment; use of the marital deduction; valuation of assets; and buy-sell agreements. Covers the client interview, fact finding, ethical standards and development of personal estate plans.
Close | | HS 350 — | Understanding the Older Client | HS 350 Understanding the Older Client
Focuses on the important changes clients face as they age to enable financial advisors to better serve clients’ needs. Presents the demographics of aging, as well as economic, historical, biological, psychological and political perspectives. Deals with social aspects—life course transitions, family relationships and social support systems, living arrangements and work and retirement. Covers care issues, including health and health care, caring for the frail elderly and dying, death and bereavement. Also addresses practical considerations involved in communicating effectively with seniors.
Close | | HS 351 — | Health and Long-Term Care
Financing for Seniors | HS 351 Health and Long-Term Care Financing for Seniors
Provides a thorough analysis of the alternatives available for senior clients to finance medical and long-term care, including private resources, government programs and private insurance. Emphasizes the need for care, the settings in which health care services are provided, and the types of resources available to finance them.
Close | | HS 352 — | Financial Decisions for Retirement | HS 352 Financial Decisions for Retirement
Focuses on financial decisions clients face as they approach, reach and pass retirement age and on the tools and techniques financial advisors may employ to assist their clients with these decisions. The course covers source of income, retirement calculations, investment considerations both during the accumulation and distribution phases, annuities, housing decisions and estate planning concerns. Especially valuable for practitioners helping clients move retirement assets from employer sponsored to individual retirement plans. Provides perspectives on dealing with aging and retired clients and their families.
Close | | |  | | | | | | Tuition and Fees | | | Admission Fee: $130.00
(one-time, non-refundable fee for new enrollees
at The College)
Course Tuition: $585.00 (per course)
(includes all textbooks and online study support)
Shipping and Handling: $25.00 (per course) | | | | | | | | | | | | | | |  | | | | Earn the CASL® Your Way | | Complete each course as quickly as you like at your own pace or enroll in our monthly pay Accelerated Success program.
Accelerated Success offers:- Easy, low monthly payments: $121/month, 2-year track, 5 courses.
- Materials for each course will automatically be shipped to you when you finish the previous one.
- Testing on Your Schedule: For each course you will have five months to prepare and test at the Pearson VUE testing center of your choice (over 4000 centers available). The cost for this test is included in your low monthly fee.
Additional Study Support:
Blackboard: Offers extensive online study aids at no additional charge, including: - Supplemental Readings
- Online Discussion with Course Professors
- Sample Questions
- Practice Exams
Keir Study tools: Summarizes the key information found within each American College course followed by a set of practice questions with answers for immediate reinforcement of the ideas being tested. Click here to learn more.
Horizons DVD: Lectures presented by the experts who write the course textbooks. Click here to learn more.
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