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 What is a Certified Senior Advisor (CSA)®?
A Certified Senior Advisor® is a professional who has received specialized training in aging and the important issues that affect seniors. This broad-based training is developed by Society of Certified Senior Adviors® (SCSA) and delivered via SCSA's proprietary CSA Designation Program.
CSA Code of Professional Responsibility
To become a remain a Certified Senior Advisor in good standing, a CSA must sign the CSA Code of Professional Responsibility, pledging to adhere to the following principles and standards:
* Competence.
* Honesty
* Trustworthiness
* Fairness
* Professionalism
Registered Health Underwriter® (RHU®)
As a Registered Health Underwriter, you will be well prepared to advise clients on all their health insurance needs. The RHU provides you with a thorough understanding of the managed care arena and how it works, helping you succeed in the U.S. health insurance market. Topics include:
· Individual medical expense, disability income, and long-term care insurance
· Group life, disability income, medical expense, dental, and long-term care plans
· COBRA, ERISA, and HIPAA
· Types of managed care plans
· Health plan pricing, design, and administration
· Sales and marketing of managed care
· Underwriting and rating of managed care
· Voluntary benefit plans
· Cafeteria plans
· Medicare and Medicaid
CFP® Certification Curriculum
The CFP® Certification Curriculum greatly expands your financial planning knowledge and enhances your professionalism, confidence, and ability to effectively advise clients. The program covers all of the 101 topics outlined by CFP Board that you need to understand to pass the CFP® Certification Examination. Among the subjects covered in this program are: · Time value of money
· Role of risk tolerance in client decisions · Regulatory and ethical considerations
· Legal principles of insurance · Types of insurance
· Tax credits · Cost-recovery tax deductions
· Tax treatment of sales and exchanges · Taxation of life insurance
· Taxation of corporations and partnerships · Tailoring retirement plans to client objectives
· Retirement plan funding/investing/installation/administration/termination
· Individual retirement arrangements · Securities valuation
· Determining fixed-income security yields · Portfolio management
· Security analysis · Property transfers at death
· Estate administration · Lifetime estate transfers
· Federal estate and gift taxation
Registered Employee Benefits Consultant® (REBC®)
The Registered Employee Benefits Consultant designation provides current and relevant education to help advisors earn the respect of their clients and effectively service the U.S. employee benefits market. Topics include: · Group life, disability income, medical expense, dental, and long-term care plans
· Medicare and Medicaid · COBRA, ERISA, and HIPAA
· Cafeteria plans · Types of managed care—HMOs, PPOs, and point-of-service plans
· Managed care—physician and member behavior, provider compensation, authorization systems, and member services
· Managed care—sales and marketing, underwriting, and rating
· Choosing the best tax-advantaged retirement plan
· Retirement plan funding, installation, investing, administration, and termination
· Nonqualified deferred-compensation plans · Individual retirement arrangements
· Executive benefit planning · Split-dollar life insurance plans
· Human resource planning · International benefits
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