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New Course From The American College Focuses On Financial Decisions At Retirement

August 8, 2005 -– The American College announced the rollout of the final course in the Chartered Advisor in Senior Living™ (CASL™) designation curriculum. All five College-level courses in this advanced educational program are now available. The CASL program provides professional financial advisors with a broader understanding of the financial needs, issues and decisions facing today’s seniors.

 “  This course will provide the essential knowledge financial advisors need to help older clients achieve financial security and maximize the effectiveness of their saving...  
The new course, HS 352 Financial Decisions for Retirement, covers important issues including:
·    Sources of retirement income.
·    Determining retirement needs.
·    Managing portfolios for older clients.
·    Planning for pension distributions.
·    Housing issues.
·    Special issues in estate planning and charitable giving.

“Recent studies indicate that Americans are deeply concerned about not having saved enough for retirement and potentially outliving their financial resources,” said Larry Barton, Ph.D., President and Chief Executive Officer of The American College. “This course will provide the essential knowledge financial advisors need to help older clients achieve financial security and maximize the effectiveness of their savings.”

The program, which meets the high standards set by The American College, includes practical case studies and teaches practitioners the tools and strategies important to successfully address the needs of the growing senior market.

In addition to financial tools, techniques and strategies, the CASL designation also focuses on lifestyle issues affecting seniors. With a better understanding of today’s seniors and their concerns, financial services professionals can provide improved customer service and build stronger trust-based relationships with their clients.

CASL designees must complete a rigorous set of courses and examinations. They must also meet experience, ethics and continuing education
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 requirements as part of the process required to earn and maintain this credential. For more information on HS 352 Financial Decisions at Retirement and the Chartered Advisor in Senior Living designation, go to http://www.TheAmericanCollege.edu/Prospective_Students/Designations/casl.asp

All CASL courses can be filed for continuing education
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 credit and conclude with a standard national exam delivered at testing centers throughout the U.S. Tuition is $450 for each course and includes all study materials and examination fees.

The American College is the nation’s leading non-profit educator of professionals in the insurance and financial services industry. Located on a 35-acre campus in Bryn Mawr, Pennsylvania, The College is a public charity that serves over 35,000 students annually, predominantly on a distance education
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 basis. The American College offers an array of specialized designation programs, Master of Science degrees in several disciplines and customized continuing education programs for those pursuing a career in financial services. For more information, visit www.TheAmericanCollege.edu.

Contact:
Eric B. Gordon
Director of Public Relations
The American College
(610) 526-1450


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