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Essential Solutions for CASL® Courses
* Per course
You will need to purchase an Essential Solution Study Package for each of the courses you need to take for the CASL® program.
Each Essential Solution contains:
Our CASL® Study Notes provide clear, concise presentations of the most current and essential exam content. Also included are realistic
examples, problems and solutions, terms to know, key points, and sample exam questions where applicable—everything you need to know to pass exams
the first time.
- Drill and practice with more than 500 online questions per course to help you prepare for the exam
- Create personal study notes in the SchweserPro™ QBank, save for future reference, and print them out later
- Build custom practice exams using the topics and number of questions you select
A perfect study tool for at home, in the office, or even on a laptop during your commute or travel!
(Internet connection required)
- Schweser Library online access to on-demand streaming videos
- Blog featuring exam tips, strategies, and motivational help by content experts to keep you focused on your goal
- Searchable FAQs where you may search past questions and sort topics
- Study Calendars (Downloadable PDFs)
Required Courses - Click course name for details
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Course |
Price |
Buy |
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328: Investments
(CASL: 2008) |
$149.00 |
| Course Description |
|---|
| 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. |
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330: Fundamentals of Estate Planning
(CASL: 2008) |
$149.00 |
| Course Description |
|---|
| 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. |
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350: Understanding the Older Client
(CASL: 2008) |
$149.00 |
| Course Description |
|---|
| 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. |
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351: Health and Long-Term Care Financing for Seniors
(CASL: 2008) |
$149.00 |
| Course Description |
|---|
| 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. |
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352: Financial Decisions at Retirement (inactive)
(CASL: 2008) |
$149.00 |
| Course Description |
|---|
| 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. |
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352: Financial Decisions for Retirement, 3rd Ed.
(CASL: 2008) |
$149.00 |
| Course Description |
|---|
| 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. |
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ChFC®,
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