CERTIFICATE IN HOUSING WEALTH APPLICATIONS
Reverse Mortgage Training CourseĀ forĀ Financial AdvisorsĀ
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).
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Advisor-Focused
Builds on HUD Training
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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Who's Talking About Reverse Mortgages?
"Retirees simply cannot afford to continue to ignore home equity as an income source and still meet their retirement goals."
Jamie Hopkins, Esq., RICPĀ®
VP Private Client Services | Carson Group
CERTIFICATE
$497
100% Money Back Guarantee*
Basic training videos
Downloadable materials
Workbook
100+ supplemental videos and articles
Bonus lessons
(How to have the conversation - scripts, downloads, videos)
Printable Certificate
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. (View course description and outline.)
You'll hear from the leading experts including Dr. Wade Pfau, Jamie Hopkins, Dr. Tom Davison and Dr. Barry Sacks.
