Certified Professional in Elderly Financial Management

Thursday, 06 November 2025 18:19:06

International applicants and their qualifications are accepted

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Overview

Overview

Certified Professional in Elderly Financial Management (CPEFM) certification equips professionals to navigate the complex financial needs of seniors.


This program addresses estate planning, retirement planning, and long-term care financing for the elderly.


It's ideal for financial advisors, geriatric care managers, and anyone working with senior clients. The CPEFM certification provides specialized knowledge and valuable skills.


Become a trusted resource. Demonstrate your expertise in elderly financial management. Gain a competitive edge.


Explore the Certified Professional in Elderly Financial Management program today! Learn more and advance your career.

Certified Professional in Elderly Financial Management (CPEFM) certification empowers you to navigate the complex world of senior financial planning. This specialized course equips you with advanced skills in retirement planning, estate planning, and long-term care financing for the elderly population. Gain a competitive edge in a rapidly growing field offering excellent career prospects as a financial advisor, geriatric care manager, or financial counselor. CPEFM graduates are highly sought after for their expertise in elder law and wealth management, making it a rewarding and lucrative career path. Learn the unique ethical considerations and legislative frameworks that impact elderly financial management.

Entry requirements

The program operates on an open enrollment basis, and there are no specific entry requirements. Individuals with a genuine interest in the subject matter are welcome to participate.

International applicants and their qualifications are accepted.

Step into a transformative journey at LSIB, where you'll become part of a vibrant community of students from over 157 nationalities.

At LSIB, we are a global family. When you join us, your qualifications are recognized and accepted, making you a valued member of our diverse, internationally connected community.

Course Content

• Understanding the Financial Needs of the Elderly
• Elder Financial Abuse Prevention and Detection
• Retirement Planning Strategies and Asset Management for Seniors
• Long-Term Care Financing and Insurance (Medicaid, Medicare, LTC Insurance)
• Estate Planning and Probate for Seniors: Wills, Trusts, and Power of Attorney
• Government Benefits and Entitlements for Seniors (Social Security, Supplemental Security Income)
• Ethical Considerations in Elderly Financial Management
• Tax Planning for Retirement and Estate Planning
• Investment Strategies for Retirement Accounts (401k, IRA)
• Financial Record Keeping and Budgeting for Seniors

Assessment

The evaluation process is conducted through the submission of assignments, and there are no written examinations involved.

Fee and Payment Plans

30 to 40% Cheaper than most Universities and Colleges

Duration & course fee

The programme is available in two duration modes:
1 month (Fast-track mode): 140
2 months (Standard mode): 90

40% Cheaper

Our course fee is up to 40% cheaper than most universities and colleges.

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Awarding body

 The programme is awarded by London School of International Business. This program is not intended to replace or serve as an equivalent to obtaining a formal degree or diploma. It should be noted that this course is not accredited by a recognised awarding body or regulated by an authorised institution/ body.

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  • Start this course anytime from anywhere.
  • 1. Simply select a payment plan and pay the course fee using credit/ debit card.
  • 2. Course starts
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Got questions? Get in touch

Chat with us: Click the live chat button

+44 75 2064 7455

admissions@lsib.co.uk

+44 (0) 20 3608 0144



Career path

Career Role Description
Certified Elderly Financial Planner Develops and implements financial plans for elderly clients, addressing retirement income, estate planning, and long-term care needs. High demand for specialized elderly financial management skills.
Elderly Financial Consultant (CPEM) Provides financial advice and guidance to older adults and their families, specializing in areas like pensions, investments, and tax planning related to elderly financial management. Strong career prospects in this growing field.
Retirement Financial Manager Focuses on managing retirement funds and investments for elderly clients, ensuring their financial security and long-term well-being. A Certified Professional in Elderly Financial Management (CPEM) designation is beneficial.

Key facts about Certified Professional in Elderly Financial Management

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The Certified Professional in Elderly Financial Management (CPEFM) certification equips professionals with the specialized knowledge and skills to effectively manage the financial affairs of senior citizens. This rigorous program covers crucial aspects of elder financial planning, encompassing estate planning, retirement income strategies, and long-term care financing.


Learning outcomes for the CPEFM program include a comprehensive understanding of age-related financial vulnerabilities, proficiency in developing personalized financial plans for seniors, and the ability to navigate complex legal and regulatory frameworks affecting elderly clients. Graduates also gain expertise in ethical considerations and risk management within the context of geriatric financial services.


The duration of the CPEFM program varies depending on the provider and format (online or in-person). However, most programs span several weeks or months of intensive study, often requiring a commitment of 100-200 hours to complete coursework and examinations. Successful completion leads to the valuable CPEFM designation.


Industry relevance for a CPEFM certification is exceptionally high. The aging population presents a rapidly growing need for skilled professionals capable of providing expert financial guidance to older adults. This certification demonstrates a commitment to professional development and specialized expertise, enhancing career prospects in financial planning, geriatric care management, and related fields. It enhances professional credibility and positions graduates for leadership roles within this rapidly expanding niche.


The CPEFM designation provides a competitive edge in a demanding job market, making it a worthwhile investment for those seeking to specialize in geriatric financial management. Further, proficiency in areas like retirement planning, estate administration, and long-term care insurance are valuable assets for financial advisors, social workers, and other professionals working with older adults.

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Why this course?

Certified Professional in Elderly Financial Management (CPEFM) is increasingly significant in the UK's aging population context. With over 12 million people aged 65 and over in the UK, and this number projected to rise sharply, the demand for qualified professionals specializing in elderly financial management is booming. This specialized certification addresses the unique financial challenges faced by older adults, including pension planning, long-term care costs, and managing inheritance.

The need for CPEFM professionals is driven by increasing complexities in financial products and services. Understanding legislation like the Mental Capacity Act 2005 is crucial. A recent survey (fictitious data for illustrative purposes) showed a significant rise in financial exploitation of the elderly.

Age Group Financial Abuse Cases (Fictitious Data)
65-74 1500
75-84 2200
85+ 1000

Therefore, achieving a CPEFM certification demonstrates a commitment to ethical practice and specialized knowledge, making professionals highly sought after in this rapidly growing sector.

Who should enrol in Certified Professional in Elderly Financial Management?

Ideal Audience for Certified Professional in Elderly Financial Management
A Certified Professional in Elderly Financial Management is ideal for individuals passionate about helping older adults navigate their financial futures. With over 12 million people aged 65 and over in the UK, and this number steadily rising, the demand for qualified professionals in elder care and financial planning is booming. This certification benefits financial advisors, retirement planners, social workers, care home managers, and anyone working with the elderly who wants to enhance their skills in retirement planning, estate planning, and financial wellbeing. By obtaining this certification, you'll gain the expertise needed to provide crucial support and guidance to this growing population, tackling complex issues like pension administration, long-term care financing, and legacy planning. This program provides the knowledge and confidence to become a trusted advisor and ensure the financial security of your clients in their later years.