CASL®
Chartered Advisor for Senior Living®
CASL® Curriculum
To learn more about CASL®, please select one of the options below:
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Candidates must pass five examinations through The American College to earn the CASL® designation:
Click on each course name below to view the course description and difficulty ratings ranging from 1 (easy) to 10 (difficult).
Required Courses
Difficulty: 10
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, as well as of 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.
Difficulty: 9
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.
Difficulty: 8
Focuses on the important changes clients face as they age, to enable financial advisors to better serve their 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, as well as work and retirement. Covers care issues, including health and health
care, caring for the elderly and dying, death, and bereavement. Also addresses practical considerations involved in communicating effectively with
seniors.
Difficulty: 9
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.
Difficulty: 9
Focuses on financial decisions clients face as they approach, reach, and pass retirement age and on the tools and techniques financial advisers
may employ to assist their clients with these decisions. The course covers source of income, retirement calculations, investment considerations,
annuities, housing decisions, insurance needs of the older client, and estate planning concerns. Especially valuable for practitioners who advise
retirees in decisions on rolling over lump-sum pension distributions to IRAs. Provides extensive perspectives on dealing with aging and retired
clients and their families.
Please visit The American College website for more information on course descriptions for CASL®.
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