CASL^®
Chartered Advisor for Senior Living^® 

To earn CASL^®, you must complete 5 required courses.

You must meet experience requirements and ethical standards. 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. When using formal education as qualifying experience, the remaining two years must immediately precede the date of the award. 

New TAC Policy:  Effective January 1, 2006, all students of The American College must complete all courses in a chosen designation or other program of The College within five (5) years from that date or from the date of the student's matriculation and registration for the first course in the College program. Click here for details. 

To request your free personalized designation strategy for CASL^® showing the best sequence of courses / target exam dates, contact Insurance Achievement via e-mail: pass@insuranceachievement.com , phone: 800-258-2432 or fax: 800-329-8687.
Please remember to include your current phone number, fax number, email address and shipping address so we can quickly respond to your request. 


Each Insurance Achievement materials package includes Course Guide with daily learning strategy, flashcards and I Will Pass software with practice exam questions!  Also receive online access to Course Updates, Cruncher Reviews and exam questions! Audio CDs are available as a supplemental learning tool. 

CASL^® Curriculum

Difficulty Level is based on a scale from 1 (Easy) to 10 (Difficult).

328  Investments

Difficulty Level . . . 10
Investment principles are applied to personal financial planning. Topics include risks, yields, securities markets, understanding of financial statements, valuation of common stock, mutual funds, options, futures and personal portfolio management. 
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330  Fundamentals of Estate Planning
Difficulty Level . . . 9
Aspects of estate and gift tax planning, including the nature, valuation, transfer administration and taxation of property are covered in this course, which includes an emphasis on a basic understanding of the unified estate and gift tax system. 
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350  Understanding the Older Client

Difficulty Level . . . 8
A comprehensive study of important issues faced by clients throughout the aging process, to prepare financial advisors to meet the unique needs of aging individuals.  An economic, historical, demographic, political, biological and psychological perspective is presented, as well as a social perspective dealing with family relationships, life course transitions, social support systems, work, retirement and living arrangements.  Issues of care such as caring for the frail older individual, health care, dying, death and grief are also covered.
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351  Health and Long-Term Care Financing for Seniors

Difficulty Level . . . 9

A comprehensive study of medical and long-term care financing alternatives available to senior clients, such as private insurance, private resources and government programs.  Health care settings, need for care and types of available resources are emphasized.  In addition to describing available insurance products, detailed information is provided regarding when to buy coverage, private insurance alternatives and employer-sponsored versus individual policies.

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352  Financial Decisions for Retirement

Difficulty Level . . . 9
This course covers important areas in the senior segment of today’s financial planning marketplace including public and private sources of retirement income (Social Security and pension plans), needs analysis, asset allocation strategies, and retirement income planning using pensions and annuities. In addition, the course discusses such financial issues facing seniors as housing, insurance, and estate planning.

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