Why you should earn your CASL®

Representing nearly one-third of the population at 76 million strong, the baby boomer generation has moved into the second half of life, making the future of senior advising a very lucrative profession. The Chartered Advisor for Senior Living® (CASL®) designation is the leading credential for professionals interested in helping retirees and those facing retirement meet their financial needs.

CASL® designees are well-qualified to assist clients in:


  • Saving for retirement
  • Developing effective estate planning strategies
  • Structuring distributions from pensions, 401(k)s, 403(b)s, IRAs, and Social Security
  • Planning for health and long-term care needs
  • Managing life course transitions


Gain a competitive edge in an increasingly competitive market with the CASL® program's insight into a range of topics affecting the middle to senior age bracket. The CASL® designation is awarded by The American College.


CASL® Program Requirements

To earn the Chartered Advisor for Senior Living® (CASL®) designation, the following are required:


  • Complete CASL® coursework within five years from the date of initial enrolment
  • Pass the exams for all required and elective courses. You must achieve a minimum score of 70% to pass.
  • Meet the experience requirements: Three years of business experience immediately preceding the date of use of the designation are required. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience.
  • Take the Professional Ethics Pledge.
  • When you achieve your CASL® designation, you must earn your recertification every two years.


CASL® Exam Information

CASL® exams are administered electronically at nationwide testing centres throughout the year by The American College via the Pearson VUE testing centre network. Contact PearsonVue Education at 866-392-6822 for more information or to schedule your exam.

The exam consists of 100 objective questions based on the curriculum and is two hours in length. Typically, there are three types of questions in the CASL® exam-straight-answer, multiple-option, and all-except questions.

Your results will be provided immediately upon exam completion.


Continuing Education Requirements

Each designee must complete 15 hours of continuing education every two years, with the additional condition that at least 10 of these hours should be in course work directly related to the course work required to obtain this designation.


CASL® Curriculum


"ChFC®, CLU® and CASL® are registered marks owned by The American College. KAPLAN/KESDEE is not affiliated or associated in any way with The American College. The American College does not endorse, promote, review, or warrant the accuracy of any courses, exam preparation materials, or other products or services offered by KAPLAN/KESDEE and does not verify or endorse any claims made by KAPLAN/KESDEE regarding such products or services, including any claimed pass rates."