The Financial Planning Association is partnering to offer the Elder Planning Specialist Program to its members to help financial planners meet the needs of their older clients.
The 10-week online program, powered by FPA’s online learning platform, was created by Annalee Kruger and Bob Mauterstock, co-founders of Plan4Life, the Financial Planning Association said in a press release Thursday.
The program utilizes experts in several fields to present video programs that cover such areas as legal planning, long-term care planning, end-of-life planning and running a family meeting.
The program, which will start March 27, will include weekly quizzes and a final exam, and qualifies for 10 CFP CE credits.
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Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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