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SRES® Designation Course Content
How you'll learn. What you'll learn. All approved by
Pennsylvania.
Polley Associates' Senior Real Estate
Specialist (SRES®) Designation course provides
professional training and development suitable for continuing
education credit.
SRES® designation course learning objectives:
- Learn distinguishing characteristics and trends of the 50+
market so that you can discern them in your own market area.
- Evaluate your market area attractiveness to the 50+ market.
- Master the vocabulary of the range of housing options for the
50+ market.
- Learn the application of federal laws for Housing for Older
Persons Act (HOPA).
- Develop business building outreach methods for communicating
and gaining 50+ market share.
- Adapt methods for counseling the 50+ buyer and sellers.
- Stay focused on the transaction and avoid inappropriate
involvement in family matters.
- Develop sensitivities to 50+ issues and priorities when
counseling buyers and sellers, showing properties, and managing
transactions.
- Develop services that win and sustain client and customer
relationships and position you as a trusted real estate advisor.
- Assemble a team of experts to help you serve 50+ clients and
customers.
- Learn about the uses, benefits, procedures, and issues
involved in reverse mortgages.
- Learn about uses of pensions, 401k accounts, and IRAs in real
estate transactions.
- Gain an understanding of how Medicare, Medicaid, and Social
Security impact 50+ real estate decisions.
- Recognize mortgage finance and loan schemes and scams that
victimize 50+ borrowers.
- Identify key life stages, viewpoints, and transitions in
relation to housing choices.
- Recognize how a home can be adapted for safety, comfort, and
aging in place.
- Help clients integrate disposition of real property into
estate plans.
SRES® Basic Course Details
Topic sections that offer real depth.
The SRES® course includes topics such as
distinguishing characteristics and trends related to the 50+
population; housing, finance, and retirement income considerations
of these consumers; outreach methods for building 50 and older
clientele; and counseling strategies to help clients and customers
plan ahead for life transitions.
Here are details on material to be covered at the instructor's
discretion:
- Key differences in housing options, from age-restricted
communities to age-in-place design to assisted living;
- Applications of the Housing for Older Persons Act (HOPA);
- Ins and outs of reverse mortgages;
- How to use pensions, 401k accounts, and IRAs in real estate
transactions;
- Ways in which Medicare, Medicaid, and Social Security affect
real estate decisions of clients and customers who are 50 and
older;
- How to recognize and protect their clients from mortgage
finance and loan schemes and scams that target 50+ borrowers.
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