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Seniors Real Estate Specialist® Designation
Affiliation: SRES
Format: Classroom, Online
    Course Credits:
  • This course is required to attain the SRES® Designation.
  • Counts as one elective course to be applied towards the ABR® Designation.
  • Counts as an elective to be applied towards the RSPS Certification.

Duration:2 days (classroom course)

Format:Classroom

Course Objective

This course helps real estate professionals develop the business-building skills and resources for specialization in the 50+ real estate market by expanding knowledge of how life stages impact real estate choices, connecting to a network of resources, and fostering empathy with clients and customers.

Course Outline and Learning Objectives

Below is a topical outline of the SRES® Designation course.

    Chapter 1: Generations
  • Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area.
  • Challenge stereotypes and draw valid generalities about 50+ real estate clients and customers.
    Chapter 2: The 50+ Market
  • Adapt your communication and interpersonal approach to match generational expectations and preferences.
  • Raise awareness of some dos and don'ts when striving to gain and serve the 50+ market.
    Chapter 3: 21st Century Retirement
  • Consider how the economic challenges affect retirement plans and real estate choices.
  • Develop sensitivities to 50+ issues and priorities when working with buyers and sellers, listing and showing properties, and managing transactions.
    Chapter 4: Aging in Place
  • Learn definitions of aging in place.
  • Recognize how to make a home safe and comfortable for aging in place.
  • Raise awareness of the issues and factors that influence the decision to make a move as well as choose a community and property selection.
  • Evaluate your market area's attractiveness to the 50+market.
    Chapter 5: Independent Living and Chapter 6: Housing Options for Assistance
  • Master the vocabulary of the range of housing options for the 50+ market.
  • Learn the application of the federal Housing for Older Persons Act (HOPA ).
  • Identify key life stages and transitions in relation to housing choices.
  • Gain an understanding of how Medicare, Medicaid, and Social Security impact the real estate decisions of 50+ clients and customers.
    Chapter 7: Financing Options
  • Learn about the uses, benefits, procedures, and issues involved in reverse mortgages and other forms of home purchase finance.
    Chapter 8: Tax Matters
  • Gain an overview of tax issues of concern for 50+ clients and customers.
  • Recognize situations in which a tax-deferred 1031 exchange is possible and advantageous.
    Chapter 9: Legal Matters
  • Maintain focus on the transaction and avoid inappropriate involvement in family matters.
  • Manage legal liability risks, avoid conflicts of interest and maintain confidentiality of information when providing services for 50+ clients and customers.
    Chapter 10: Marketing and Outreach
  • Develop business-building outreach methods for communicating and gaining the 50+ market.
  • Adapt presentation and counseling methods for 50+ buyers and sellers.
  • Integrate social media effectively to serve the 50+ market.
    Chapter 11: Working with Buyers and Sellers
  • Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor.
  • Adapt presentation and counseling methods for 50+ buyers and sellers.
  • Counsel clients on preparing and staging a property for sale.
  • Maintain focus on the transaction and avoid inappropriate involvement in family matters.
  • Recognize financial schemes and scams that victimize the elderly.
    Chapter 12: Building a Team and Resource Bank
  • Assemble a team of experts to help you serve 50+ clients and customers.
  • Compile a knowledge bank about your market area's housing options, programs, resources, and services for 50+ clients.
  • Use your knowledge bank as a business-building tool.
This course is available online through REALTOR University Click here for registration
DateCompanyInstructorLocationRegister
08/23/2017 Lexington-Bluegrass Association of REALTORS® Lexington KY 859-276-3503
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08/23/2017 Champions Real Estate School - Houston Galleria Ca Galleria-LIVE TX Register Online
713-629-4543
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08/23/2017 Denver Metro Association of Realtors Denver CO 303-300-8489
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08/28/2017 Williamson County Association of Realtors Monica Neubauer Brentwood TN 615-771-6845
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08/29/2017 San Antonio Board of REALTORS® San Antonio TX (210) 593-1200
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09/06/2017 West Michigan Lakeshore Association of REALTORS Grand Haven MI Register Online
616-846-6240
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09/07/2017 Toronto Real Estate Board HUGH FOY Toronto Canada 416-443-8148
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09/11/2017 Northern Virginia Association of REALTORS®, Inc. Larry Anderson Fairfax VA 703-207-3200
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09/11/2017 New York State Association of REALTORS® Roseann Farrow White Plains NY Register Online
800-239-4432
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09/12/2017 Charlotte Regional Realtor Association, Inc. Charlotte NC 704-372-0911
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09/13/2017 North Shore-Barrington Association of Realtors North Brook IL 847-480-7177
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09/19/2017 Grosse Pointe Board of REALTORS Grosse Pointe MI 313-882-8000
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09/19/2017 Texas Association of REALTORS® Lewisville TX Register Online
972-221-4606
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09/27/2017 Oakville, Milton District Real Estate Board Oakville Canada Register Online
1-905-844-6491 ext 1110
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09/28/2017 Greater Metropolitan Association of Realtors Brent Belesky Southfield MI Register Online
248-478-1700
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09/28/2017 Honolulu Board of Realtors Honolulu HI 808-732-3000
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09/28/2017 MetroTex Association of REALTORS® Dallas TX Register Online
214-540-2751
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10/04/2017 Champions Real Estate School - Houston Galleria Ca Galleria-LIVE TX Register Online
713-629-4543
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10/10/2017 Naples Area Board of Realtors® Amy Reinholdt Naples FL Register Online
239.597.1666
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10/10/2017 Realtors Association of Maui Maui HI Register Online
808-270-4633
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10/12/2017 Ottawa Real Estate Board Gareth Jones Ottawa Canada Register Online
(613) 225-2240
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10/12/2017 Land of the Sky Association of REALTORS Asheville NC 828-255-8505
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10/17/2017 Greater Fort Lauderdale REALTORS® Fort Lauderdale FL Register Online
(954) 567-5049
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10/19/2017 West Maricopa County Regional Association of REALT Frank Dickens Peoria AZ 623-931-9294
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10/23/2017 Scottsdale Area Association of REALTORS Laura Kovacs Scottsdale AZ Register Online
480-945-2651
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10/23/2017 Greater Tampa Association of Realtors® Tampa FL 813-879-7010
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10/23/2017 REALTORS® of South Central Kansas Wichita KS 316-263-3167
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10/25/2017 Bucks County Association of Realtors Warminster PA Register Online

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10/26/2017 Omaha Area Board of REALTORS Omaha NE Register Online
402-493-2995
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10/26/2017 California Association of REALTORS® Saratoga CA Register Online
213-739-8241
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10/30/2017 Daytona Beach Area Association of Realtors Daytona Beach FL
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11/07/2017 Arthur Gary School of Real Estate Westbrook ME 207-856-1712
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11/08/2017 Greater Metropolitan Association of Realtors Brent Belesky Southfield MI Register Online
248-478-1700
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11/08/2017 Richmond Association of REALTORS®, Inc. Cathy Saunders Richmond VA 804-422-5000
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11/09/2017 Miami REALTORS® Fort Lauderdale FL 305-468-7044
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11/13/2017 Miami REALTORS® Jupiter FL 305-468-7044
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11/15/2017 Ohio Association of REALTORS Columbus OH Register Online
614-225-6210
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11/18/2017 Vancouver Island Real Estate Board Vancouver Canada Register Online
250-390-4212
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11/21/2017 REALTORS Association of Edmonton Edmonton Canada Register Online
780-451-6666
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11/27/2017 Realtor® Association of Pioneer Valley Springfield MA 413-785-1328
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12/06/2017 San Diego Association of REALTORS® Virginia Field San Deigo CA 858-715-8038
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12/06/2017 San Diego Association of REALTORS® San Diego CA 858-715-8038
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12/19/2017 North Central Jersey Association of REALTORS® Morristown NJ Register Online
973-425-0110
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03/01/2018 Mainstreet Organization of REALTORS® Downers Grove IL Register Online
630-324-8400
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