ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers

Chartered Advisor for Senior Living (CASL)

Chartered Advisor for Senior Living (CASL)


Searching for CASL™ training? Then you've come to the right place!

ABTrainingCenter.com offers CASL training and certification courses for those individuals interested in earning the prestigious Chartered Advisor for Senior Living designation.

The Chartered Advisor for Senior Living (CASL) designation is the undisputed professional credential for persons who would like to cater to the unique needs of senior clients.

This designation provides advisors with the comprehensive skills to address the main concerns of this demographic, covering such items as financial, health, psychological and sociological issues. Advisors who complete the program will exhibit the competency to gain the trust of senior prospects, thus providing themselves the opportunity to be positioned as an expert in this growing segment of the market.


Curriculum

Candidates must pass an examination for each of 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

Examination Requirements

Each exam is a two-hour, 100 question, computer-administered exam. National exams are given throughout the year at local testing centers, with your results provided immediately upon the completion of your exam. Contact Prometric Testing Centers at 800-266-3232 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

Each designee must complete 15 hours of continuing education every two years. At least 10 of these hours should be in course work directly related to the course work required to obtain this designation.

Available Training Options

ABTrainingCenter.com offers supplemental self-study materials that will help you to focus your efforts and pass the exam for each of the five modules.

Simply follow the instructions below for earning your designation.
  • To earn the CASL designation:
    Search under "Designation/License" in the search box below for "CASL - Chartered Advisor for Senior Living"

Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing/Designations
Earn a License or Designation quickly and easily!

Select from in-person, online, or self-study options. 		Continuing Education
Find numerous CE courses to maintain your license or designation! 		Professional Development
Whether new to your field or a seasoned pro, find hundreds of courses to help your career grow...includes excellent courses for support and administrative personnel!








Need Training In Other Areas?

We offer TrainingCenters for the following industries:

Accounting, Banking, HR, Insurance, Financial Services, Real Estate, Healthcare, Vendor Directory



ABTrainingCenter.com offers CASL training and CASL certification courses for those individuals interested in earning the prestigious Chartered Advisor for Senior Living designation.


Feature Items
The LTC Sales System
The Intern Toolkit
Ed Slott's IRA Success Multimedia Set
Questions Great Financial Advisors Ask (And Investors Need to Know)
Audio Review for the CFP® - 6 CD Set
Certified Annuity Specialist (CAS)
Executive Selling
Licensing/Designations
Insurance Certifications / Designations Series 65 License Certified Financial Planner (CFP)
Series 3 License Series 66 License Certified Financial Planner (CFP) Review Courses
Series 4 License Series 87 License Certified Funds Specialist (CFS)
Series 6 License Accredited Adviser in Insurance (AAI) Certified Insurance Counselor (CIC)
Series 7 License Accelerated Certificate In Financial Planning Certified Senior Advisor (CSA)
Series 9 License Accredited Investment Fiduciary (AIF) Certified Tax Specialist (CTS)
Series 10 License Accredited Investment Fiduciary Analyst (AIFA) Certified Wealth Preservation Planner (CWPP)
Series 11 License Associate In Claims (AIC) Chartered Advisor for Senior Living (CASL)
Series 14 License Associate in Commercial Underwriting (AU) Chartered Financial Analyst (CFA)
Series 23 License Associate in Fidelity and Surety Bonding (AFSB) Chartered Financial Consultant (ChFC)
Series 24 License Associate in Information Technology (AIT) Chartered Life Underwriter (CLU)
Series 26 License Associate in Insurance Accounting and Finance (AIAF) Chartered P&C Underwriter (CPCU)
Series 27 License Associate in Insurance Services (AIS) Commercial Lines Coverage Specialist (CLCS)
Series 28 License Associate in Marine Insurance Management (AMIM) Group Benefits Disability Specialist (GBDS)
Series 30 License Associate in Personal Insurance (API) Personal Lines Coverage Specialist (PLCS)
Series 31 License Associate in Premium Auditing (APA) Professional Plan Consultant (PPC)
Series 32 License Associate in Regulation and Compliance (ARC) Qualified Financial Advisor (QFA)
Series 33 License Associate in Reinsurance (ARe) Registered Employee Benefits Consultant (REBC)
Series 37 License Associate In Risk Management (ARM) Registered Financial Consultant (RFC)
Series 38 License Associate in Surplus Lines Insurance (ASLI) Registered Health Underwriter (RHU)
Series 51 License Board Certified in Estate Planning (BCE) Retirement Income Specialist (RIS)
Series 53 License Certificate in General Insurance (INS) Steps For Earning The CFA Designation
Series 55 License Certified Annuity Specialist (CAS) Steps For Earning The CFP Designation
Series 62 License Certified College Planning Specialist (CCPS)  
Series 63 License Certified Financial Divorce Practitioner (CFDP)  
Professional Development
Adjuster Continuing Education Options/Futures
ADA Disability/Leave Management Payroll
Affirmative Action / EEO ERISA PHR/SPHR Re-Certification
Arbitration/Disp Res/Mediation Ethics Professional Development
Cafeteria Plans FINRA Licensing Securites Licensing / Training
Claims Firm Element Training Retirement Plans
Certified HR Administrator FLSA / Wage & Hour Property Casualty
Claims Training FMLA Risk Management
COBRA HIPAA Workers' Compensation
Commercial Property/Casualty HR Compliance  
Compensation HSA/HRA