CERTIFICATE IN HOUSING WEALTH APPLICATIONS
Reverse Mortgage Training Course for Financial Advisors
We Teach Advisors How to Have Educated Conversations about the Reverse Mortgage.
Appropriate. Ethical. Compliant.
Education-Focused
Filmed at the American College and birthed from the Retirement Income Certified Professional Program (RICP®).
4 hours of Continuing Education
(CFP, American College, State)
No sales promotions.
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Advisor-Focused
Learn to identify when reverse mortgages are appropriate and when they are not.
Be equipped with the knowledge, skill-set and vocabulary required to counsel clients.
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Accountability-Focused
Learn how to meet any compliance obligations required of you.
Position reverse mortgages within the larger landscape of your financial and fiduciary advice.
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Reverse Mortgages Have Been Embraced
By numerous scholars, institutions and publications.
"I was skeptical of reverse mortgages, but what Don teaches about in this course shows you things about them you had no idea were even available. When you combine housing wealth with other retirement assets, a whole new dimension is added to what can be accomplished."
Tom Hegna, CLU, ChFC, CASL
Economist, Speaker and Best-Selling Author
CERTIFICATE COURSE
$397
100% Money Back Guarantee*
Basic training videos
Downloadable materials
Downloadable workbook
100+ supplemental videos and articles
Bonus lessons
(How to have the conversation - scripts, downloads, videos)
4 hours of CE credit
CFP & PACE/American College
Printable Certificate
Access to monthly live training
Customized client Illustrations
Prevent missed planning opportunities.
Differentiate your practice.
Stay compliant, ethical and legal.
Retain current clients.
Gain new clients.
Be indispensable.
Grow your practice.
Have the most up-to-date information.
Are You Missing Information?
Would you bake a cake without a recipe? Would you practice medicine without first going through residency? It's dangerous to talk about reverse mortgages without a foundation in education AND application. Get your training today.
Course Sample Videos
Each video lesson is designed to give you a better, deeper, richer understanding of what the reverse mortgage is, how it works, when it is appropriate, and when it’s not. You'll hear from the leading experts including Dr. Wade Pfau, Jamie Hopkins, Dr. Tom Davison and Dr. Barry Sacks.
Still Have Questions?
Housing Wealth Institute
*100% Money Back Guarantee
Access the course for up to 7 days, risk-free. If for any reason you are not completely satisfied, simply contact us for a FULL refund. We do ask that you view, at minimum, all of Module 3 (The Five HECM Foundations) before requesting a refund. Just drop us a line at [email protected] to take advantage of our 7-Day Money-Back Guarantee.
The views expressed in this course are those of the author and do not necessarily reflect the views of any institution or organization to which they are affiliated.
This material has been prepared for informational purposes only and should not be relied on for tax, legal, or accounting advice. You should consult with an attorney or other professional to determine what may be best for your client’s individual needs.
