Frequently Asked Questions 

Success in Seniors Real Estate Courses



Who should attend the Success in Seniors Real Estate course?

Only those who are serious about making a major impact in the world of seniors real estate. Agents and other seniors housing professionals who are both caring and competent -- willing to come from a place of contribution in building a lasting and profitable business. 

What if I want to take the course, but don't want to earn the certification? 

While most agents want to earn the Certified Senior Housing Professional designation following the Success in Seniors Real Estate course, it is completely optional.  Some agents choose to take the course only to get advanced strategies and tools for growing their businesses and do not desire the optional certification. Others want the benefit of being a part of a growing network of like-minded professionals making a difference through the CSHP community. What most of our graduates tell us is that completing the CSHP process is less about the certification itself, and more about taking action toward growing their seniors real estate practice and the ongoing support and resources they can access by being engaged in the CSHP community. Learn more about the CSHP certification process. 

What if I’m not a real estate agent?

We welcome other professionals from the aging services and senior housing industries such as move managers, estate liquidators, and others who are intimately involved in helping downsizing seniors and their families make a smooth transition. At the current time, however, the CSHP designation is available only for real estate sales professionals. 

Can I get certified if I am new to real estate?

To become certified you must have completed a minimum of 10 closed transactions (as the buyer's or seller's agent) and/or be working with an approved mentor. While we appreciate that some applicants may have experience as administrative, transactional, or showing support for real estate teams or brokerages, in order to earn the CSHP credentials, you must have actual first-hand listing, sales, negotiation, and closing experience. There are other designations that do not require such stringent standards, but you can see from our training and expectations that the Seniors Real Estate Institute and CSHPs are DIFFERENT. Please do not ask for a waiver of this requirement as it will not be given. In order to be considered as a CSHP prior to closing 10 transactions, complete the mentor agreement as a supplement to your CSHP application. 

What if there isn’t a live class in my area?

While many of our participants fly in and drive hundreds of miles to attend a live 2-day event, we understand that some prefer to learn from the comfort of their own home or office. The truth is that in order to get the most out of the course, the 2-day is by far the best option, however, if you just can’t make the 2-day, you can take advantage of either the tele-course (offered on a limited basis) or the online eCourse. If a live course comes to your area later and you have taken the online or tele-course, you receive one free registration (to be used within 12 months of your e-course or tele-course) to attend the live 2-day in your area.

Are VIP options available?

Glad you asked! Yes, we have VIP options. If you are confident that this is YOUR niche and you want to ramp up your biz immediately, you can take advantage of the VIP option which includes exclusive access to SREI Founder and CEO, Nikki Buckelew, via email, text, and phone after your course for up to 90 days -- ensuring your successful launch as the preferred seniors real estate professional in your market! We talk more about this during the course, but if you want to insure you get a VIP spot (only 3 spots per course offered), let us know ahead of time.

You talk about personal attention...what does that mean?

Unlike a lot of courses, we keep this group to a maximum number so our trainers can address individual questions through our interactive content. Each participant is unique and has creative ideas about how they choose to grow their business and we take every opportunity to assist each person in the development of their plan.

How is this different than other designation courses?

There are several things different about this course as compared to others. You can expect to laugh a lot, be equipped with business building tools and resources, and engage with others in the class so we all learn from each other. Our trainers are successful real estate agents and have extensive experience working with seniors and caregivers in the downsizing process. 

The course includes two primary components: Client Service and Business Development (practical application of the techniques we teach). The manual is over 200 pages of information, tools and resources, scripts, strategies, and practical guidelines for both serving the senior adult client and developing a successful niche in the seniors real estate and housing field. 

We incorporate techniques proven to accelerate adult learning including case studies, group exercises, individual exercises, video, and visual aids. 

Click here for a general comparison of the CSHP and how it differs from other designation courses.

What do agents having completed the certification have to say? 

Click here for a list of testimonials from CSHPs.

Will I be a CSHP after I complete the 2 day class?

Finishing the course is only the first step in becoming a CSHP. Next, you will complete an action plan and exam which compliment each other (you have up to 90 days to do this). Once you send in your completed exam and application, we check references and production history to insure you are a fit for the CSHP community and then you are officially approved.

Is the exam difficult?

The exam has two purposes. One is to ensure that you know the material taught in the class, but secondly -- and more important -- that you have taken steps to develop your specialty. This is why the exam is done in conjunction with the post-course action plan - it’s not an exam for the sake of test-taking -- it is about you experiencing success. With that said, it does take effort, but if you attended the entire class and participated in the conversations, it shouldn’t be that difficult to achieve the 80% passing grade required to earn your CSHP.

Does the course qualify for continuing education (CE)?

Although we realize that CE is something every agent must take in order to stay current and to renew their license, this course is for those who truly want to specialize in working with seniors. We don’t want to ever confuse the need for CE with the desire to become a specialist in the seniors real estate field, therefore, we are not currently offering CE for the Success in Seniors Real Estate course. In some states, you may be eligible for CE credits by applying directly through your real estate commission or licensing entity following the course. Refer to your state's guidelines for more information. 

What if I work on a team?

We love teams and believe that you will get the most out of this course if your entire team attends, however, if you are the team’s designated Seniors Expert - congratulations and we look forward to helping you integrate the course material into your team’s systems. If registering as a team, let us know and we will provide you with a $50 course discount for each member after the first member registers.

Can I attend the course more than once?

Absolutely. We love repeat students and we encourage you to keep attending as often as you choose. Those graduates NOT having completed the CSHP approval process following completion of their initial course may attend additional live courses within the same 12 month period at no additional cost. As a graduate auditor, you are included as a full participant and have an opportunity to revisit core service and business develop principles, as well as gain new insights from members of the class. Learn more about the graduate auditor program.  

Those not having completed the certification process wanting to attend courses beyond 12 months of their original course (so they can earn the certification) may do so for 50 percent of the current regular registration price. 

CSHPs in good standing may participate in unlimited Success in Seniors Real Estate courses at no additional cost (materials not included). If new versions of the manual are available when retaking the course, they will be available to CSHPs for purchase (optional). To participate in a course (live workshop or online series), you must contact the SREI office to insure space is available. 

What if I miss part of the class?

That would really be unfortunate because if you aren’t in attendance for the full class, you aren’t eligible to earn the CSHP.  Of course emergencies sometimes happen and if that's the case, our team will work with you to make up what you need to get the certification.

How much experience in real estate should I have before attending?

We do not have a preference on years of experience before attending, however, in order to qualify for the CSHP credentials, real estate agents must be actively selling for at least 1 year or have a minimum of 10 closed transactions. 

* If you do not meet this criteria and you are working together with a mentor, coach, or team member, we will still consider your application. Your mentor, coach, team member must meet all the CSHP production requirements and be active in real estate in your local marketplace. The applicant and mentor must complete the CSHP Mentorship Agreement and any other required documentation requested by SREI before the application will be considered for approval. 

I am a broker. Can I host a private course for only my agents?

We love private courses and will hold a company sponsored event with a minimum registration requirement. Contact our team for details.

Will the course material apply to me if I live outside the United States?

We have had participants from Canada and Australia who tell us that the material was very useful for them and that only a few of the terms were “American,” so they just adjusted those accordingly. Because we are not teaching laws, lending, or contracts, there is nothing in the material that would be considered specific to any particular region, state, or county.