Financial Assessment

This course will serve as an introduction to the financial assessment. In this course we will review the purpose of financial assessment, what to look for when using extenuating circumstances and compensating factors, and what a life expectancy set-aside (LESA) is and when is it required.

 Expected Duration: Approximately 30 Minutes

 Delivery Method: Text & Video, sound WILL be needed for Module

  Assessment: This Course does not contain any quizzes, nor will there be a final assessment after the course is complete