Reverse Mortgage Training Course for Financial Advisors 


We Teach Advisors How to Have Educated Conversations about the Reverse Mortgage.

Appropriate. Ethical. Compliant.



Filmed at the American College and birthed from the Retirement Income Certified Professional Program (RICP).

4 hours of Continuing Education
(CFP, American College)

No sales promotions.

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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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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., RICP®
VP Private Client Services | Carson Group



100% Money Back Guarantee*

Basic training videos

Downloadable materials


100+ supplemental videos and articles

Bonus lessons
(How to have the conversation - scripts, downloads, videos)

4 hours of CE credit
CFP, PACE/American College, and State Insurance (where available)

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.

Still Have Questions?


Housing Wealth Institute

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*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.


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