Learning Center

Understanding the Financial Needs of LGBT Older Adults

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This program consists of one 90-minute module and access to a members-only discussion board that addresses questions and provides additional resources.  After the conclusion of the course, members will be added to the community discussion board within 3-5 business days to further their education.  

In addition, after participants have completed this online training, they will join a SAGECare certified trainer on a 75-minute video call to answer questions from the online content, to discuss goals and best practices for their organization, and assess what modifications they can implement.  This video call will also be a wonderful opportunity to discuss concerns, and identify additional resources participants need to institute best practices in their organizations.  A SAGECare staff member will reach out after course completion to schedule the video call.

Please note that there are two assessments within the course.  One final quiz assessment is within the course file (Section 10).  The second assessment is a final exam, which is required to unlock the CE.  After completing the course, please close the file and return to the product in the Learning Management System to move forward into the final exam.  CE will not be awarded until after the final exam and course evaluation are complete.

  1. Define key terminology related to LGBT communities, and identify which terms are respectful and which should be avoided.
  2. Give an overview of unique health needs and concerns of LGBT older people.
  3. Describe how the history of the LGBT experience in the United States impacts people’s feelings of safety and willingness to identify themselves publicly as LGBT.
  4. List some individual and organizational best practices to be more inclusive of LGBT people.



Understanding the Financial Needs of LGBT Older Adults
Begin self-paced component package.
Begin self-paced component package.
Final Exam
10 Questions  |  2 attempts  |  7/10 points to pass
10 Questions  |  2 attempts  |  7/10 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.5 CFP CE credits  |  Certificate available
1.5 CFP CE credits  |  Certificate available