Learn how to help older adults and their families through downsizing and later-life moves: housing options, timelines, family dynamics and trusted partners.
Who this course is for
Agents, move managers and family advisors who work with clients aged 55 and over.
What you’ll be able to do
- Understand the housing options available to older adults
- Plan downsizing and move timelines with clients and families
- Communicate respectfully and avoid pressure tactics
- Coordinate move managers, estate sale and senior-living partners
- Recognize financial-exploitation red flags and when to refer
Course curriculum
Module 1: Working with older clients
Later-life moves are often emotional. This lesson covers communication, pacing and ethics when working with older adults.
Module 2: Housing options
Clients need to understand their choices. You learn the differences between aging in place, 55+ communities, independent living, assisted living and other options.
Module 3: Downsizing and decluttering
Decades of belongings take time to sort. This lesson covers downsizing plans, estate sales and donation options.
Module 4: Family dynamics
Adult children and other relatives are often involved. Learn how to involve family while keeping the client's wishes at the center.
Module 5: Selling the home
Older homes often need special attention. You learn about pricing, repairs, timing the sale with the move and coordinating with a licensed agent.
Module 6: Partners and protections
Clients benefit from a trusted team. This lesson covers move managers, elder-law attorneys, financial professionals and recognizing exploitation red flags.
How it works
Self-paced online course. Lifetime access. Work through the modules in order, apply the checklists on real jobs, and finish with a Certificate of Completion.
FAQ
Is this a license or certification? No. This is skills training. You receive a Certificate of Completion. Licensing requirements vary by state and trade — always verify your local requirements.
Does this meet state licensing or continuing-education requirements? No. This course is skills training, not an approved pre-licensing or CE course. Licensing rules vary by state, so check with your state’s real estate commission.
How long do I have access? Lifetime access, including updates.
What if it’s not for me? Contact support within 14 days of purchase.