Earn the Certified Home Equity Advisor (CHEA) Credential

8-Hour CE Program for Financial & Insurance Professionals

Expand your retirement planning expertise with the CHEA credential - an advanced CE program focused on the ethical integration of housing wealth into retirement strategies for clients 55+. Developed in collaboration with National Association of Insurance and Financial Advisors (NAIFA), this program equips you to more fully serve your older clients with confidence.

What You'll Gain

• 8 hours of approved insurance and/or CFP© CE Credit
• Training in reverse mortgage and housing wealth strategies
• CHEA digital/print credential
• Client education tools and scenario support resources

Who Should Attend

NAIFA members in good standing. (NAIFA membership required)

Designed for financial advisors, insurance professionals, CFP© practitioners, RIAs, and professionals serving clients age 55+.

Course Fee
$200

Not a NAIFA Member Yet? Join here.