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CASL®

Chartered Advisor for Senior Living®

About the CASL®

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Representing nearly a third of the population at 76 million strong, the baby boomer generation has moved into the second half of life, making the future of senior advising a very lucrative industry. The Chartered Advisor for Senior Living® (CASL®) designation is the leading credential for professionals interested in helping retirees and those facing retirement–meet their financial needs.

CASL® designees are well-qualified to assist clients in:

  • Saving for retirement
  • Developing effective estate planning strategies
  • Structuring distributions from pensions, 401(k)s, 403(b)s, IRAs, and Social Security
  • Planning for health and long-term care needs
  • Managing life course transitions

Gain a competitive edge in an increasingly competitive market with the CASL® program's insight into a range of topics affecting the middle to senior age bracket.

CASL® courses and exams must be taken through–and the CASL® designation is awarded by–The American College.

For more details about the CASL® program, please visit The American College's website.

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CPCU® is a registered mark owned by the American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America.

ChFC®, Chartered Financial Consultant®, CLU®, Chartered Life Underwriter®, and CASL®, Chartered Advisor for Senior Living®, are registered marks owned by The American College. Kaplan Schweser is not affiliated or associated in any way with The American College. The American College does not endorse, promote, review, or warrant the accuracy of any courses, exam preparation materials, or other products or services offered by Kaplan Schweser and does not verify or endorse any claims made by Kaplan Schweser regarding such products or services, including any claimed pass rates.

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