Chartered Advisor for Senior Living®

A CASL® professional is a financial services expert educated to lead clients from middle age through retirement and assist them with the management, preservation and transfer of wealth. Having completed an advanced five-course academic curriculum and met the experience and ethics requirements as set forth by The American College of Financial Services. Before receiving the CASL® designation, advisors are required to have worked with senior clients for a minimum of three years and adhere to The College’s Code of Ethics. Today, the CASL® designation is a legacy program that is no longer offered to new students, however The College support those who earned a credential and designees are required to participate in the Professional Recertification Program to maintain their credential. A CASL® advisor can provide guidance and assistance on a broad range of financial and lifestyle topics including saving for retirement; structuring distributions from pensions, 401(k)s, 403(b)s, IRAs and Social Security; planning for health and long-term care need; and developing effective estate planning strategies. The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and proven that they not only have the technical knowledge to serve their clients, but have sworn to practice ethically and in the best interest of the people they serve.