Part III-Business Blueprint and Certification – Nikki Buckelew

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$249   $50 – Part III-Business Blueprint and Certification – Nikki Buckelew

At SREI we teach you how to

BE DIFFERENT.

Succeeding in real estate in the coming decade means learning and implementing new and different skills. Many agents simply won’t be equipped when it comes to serving the senior client.

In order to position yourself as the agent of choice for mature homeowners, adult children, and aging service providers, a higher level of expertise along with advanced senior living knowledge is critical.

Our exclusive foundational course titled Success in Seniors Real Estate™ provides you with exactly what you need and much more.

Success in Seniors Real Estate™ courses are

THE MOST ADVANCED IN THE INDUSTRY.

SREI trainings are specifically designed to equip real estate sales professionals with the knowledge and skills they need to better serve their more mature clientele.

SREI courses involve a combination of real estate sales and marketing, business and leadership development, environmental gerontology, and developmental psychology. No other course offers as much depth and diversity as you will find here.

Unlike other training programs which are often taught by novice instructors, SREI trainers have decades of professional experience in real estate sales, senior living issues, and relocation. Most have also served personally as caregivers for aging family members.

Authored by Nikki Buckelew, Ph.D., course materials are considered to be the best in the industry and include a depth of knowledge otherwise available only at a college graduate level.

SUCCESS IN SENIORS REAL ESTATE™ CURRICULUM

SYLLABUS: CERTIFICATE IN SENIOR REAL ESTATE

WELCOME TO SUCCESS IN SENIORS REAL ESTATE: CERTIFICATION TRACK

Course Faculty: Dr. Nikki Buckelew, PhD, CSHP, CSDC

PROGRAM DESCRIPTION

This course prepares graduates to manage issues associated with residential relocation in older adults, particularly longtime homeowners and those downsizing into smaller or more manageable residences. Current research will be examined. Residential real estate and senior move management best practices will be discussed. Those having successfully completed the required core courses (Parts 1 and 2), Business Blueprint and Certification (Part 3), and comprehensive exam, are eligible to apply for Certification as a Senior Housing Professional designation administered by the Seniors Real Estate Institute. 

COURSE LEARNING OUTCOMES: 

Upon completion of this course you will:

• Understand the changing demographics impacting the real estate industry today and in the future.
• Recognize the broad range of issues older adults face as they make decisions about their current and future housing needs.
• Have the knowledge necessary to effectively guide longtime homeowners through the downsizing and relocation process. 
• Understand the challenges of older adults and their adult children as they relocate into senior living communities. 
• Understand the most common types of senior living arrangements available in today’s market.
• Know the four proven platforms for developing a successful senior real estate niche.
• Have multiple strategies for filling current knowledge gaps and becoming the authority.
• Be prepared to develop a strong resource team for both client service and business development. 
• Understand the seven fundamental truths of successful senior housing professionals.
• Have the tools and resources for developing both a short and long term pipeline of referrals and leads.

COURSE CONCEPTS

• Nature of late-life moves for individuals and couples
• Global attitudes and stereotypes surrounding aging in place and relocation
• Senior living options and Housing for Older Persons Act (HOPA)
• Relocation-related fears, concerns, and challenges of older adults and caregivers
• Family relationships and communication
• Real estate and move management systems and processes
• Ethical considerations in senior real estate
• Business building strategies and techniques

REQUIRED CORE CLASSES

Success in Seniors Real Estate: Part 1 – Serving the Mature Client

• PT1 SEC1 Orientation and Certification Overview 
• PT1 SEC2 Your Purpose and Intentions
• PT1 SEC3 People: Getting to Know the Mature Client
• PT1 SEC4 Product: Getting to Know Your Inventory
• PT1 SEC5 Process: Serving the Mature Client
• PT1 SEC6 Professionalism: Doing the Right Thing

Success in Seniors Real Estate: Part 2 – Building a Successful Senior-Centered Business

• PT2 SEC1 Differentiation: Define Your Point of Difference
• PT2 SEC2 Mastery: Become the Authority
• PT2 SEC3 Resources: Expand Your Team
• PT2 SEC4 Take Action: Grow Your Business
• PT2 SEC5 Personal Platform Development: Sphere of Influence
• PT2 SEC6 Professional Platform Development: Business to Business
• PT2 SEC7 Senior Living Community Platform Development
• PT2 SEC8 Public Platform Development: Become an Influencer
• PT2 SEC9 Follow Up: Lead Nurture and Conversion

COURSE EXAMS

Each section of the class includes an exam which is delivered through the online student portal. Students must complete each exam with a 100% passing grade to be eligible for the comprehensive exam. The exams are open book. The final comprehensive exam (included in Part 3 only) must be completed with an 80% or higher passing grade to be eligible to apply for certification. 

BUSINESS BLUEPRINT

We understand that creating a senior-centered niche can be complicated or even a little overwhelming at first. That is why we created the Success in Seniors Real Estate Business Blueprint (Part 3). The Business Blueprint is made up of a series of 38 tasks delivered over 23 days. Signature assignments are designed to assist students with implementation of the course content and begin growing a successful senior-centered real estate practice. All signature assignments included in the Business Blueprint must be completed before students are eligible for certification. Grading of signature assignments is based on a qualitative scale. Students are asked to put their best effort into their signature assignments and should the submitted work be deemed as substandard for meeting certification requirements, the student will be contacted for clarification and given an opportunity to revise and resubmit specific assignments. 

COURSE RESOURCES

Students receive a printed Success in Seniors Real Estate Course Manual by mail following registration. The manual is also available digitally for online learners and can be accessed in the course portal using a student login. 

Required resources:

Success in Seniors Real Estate: PART 1 – Course Manual (printed and online versions provided). 

Buckelew, Nikki (2018) Residential Reasoning in Older Adult Married Dyads: A Phenomenological Study, Dissertation Manuscript. (Available as PDF in course library).

Solie, David (2004) How to Say It to Seniors: Closing the Communication Gap with Our Elders, Prentice Hall Press. (Students must purchase online or check out from the public library).

Recommended reading:

Gawande, Atul (2017) Being Mortal: Medicine and What Matters in the End, Picador Press.

Golant, Stephen (2015) Aging in the Right Place, Health Professions Press.

PLANNING YOUR TIME

With the faculty-mentored self-study approach at Seniors Real Estate Institute, students are expected to block the necessary time to complete assignments and implement action steps. Make sure you give yourself plenty of time each week to complete the necessary work involved in this course. All students work at their own pace, however, successful graduates of the program have recommended planning a minimum of 8-10 hours weekly for 90-180 days.

LIVE SUPPORT SESSIONS

As an online student of Seniors Real Estate Institute, you are invited to participate in a number of training, coaching, and masterminding sessions. Students are notified of these sessions by email. Exclusive sessions for specific topics are posted online on the SREI website and in Facebook and LinkedIn groups. Contact your enrollment coordinator if you have questions about attending these sessions.

FACULTY AND MENTOR GUIDANCE

To schedule a personal phone or video call or with your instructor or assigned mentor, contact your enrollment coordinator with specific content-related questions or concerns. Faculty and mentor guidance is available during regular office hours on weekdays only. Technical questions or website troubleshooting can typically be addressed by your enrollment coordinator, by contacting SREI’s main phone number or by emailing [email protected]. 

LIVE COURSES

Students may participate in live courses (online and in-person) corresponding with the online course(s) in which they are enrolled (for twelve months following initial enrollment). Students should contact their enrollment coordinator to reserve a seat for in-person courses or to gain access to classes delivered via web-conference. Certified members (CSHPs) may also attend live web-conference and in-person courses at no additional cost (as long membership is current) by registering through an enrollment coordinator. 

CONTINUING EDUCATION

Seniors Real Estate Institute courses are not automatically eligible for continuing education credits. Many real estate licensing authorities will award continuing education credits with proof of participation and curriculum details. Students are solely responsible for providing information to their respective entities for purposes of continuing education. 

CERTIFICATE AND CERTIFICATION

Certification as a Senior Housing Professional (CSHP) is awarded to those who qualify only after completion of Success in Seniors Real Estate Parts 1, 2 and 3. Final approval requires reference checks, interview process, and proof of minimum production requirements. 

$249   $50 – Part III-Business Blueprint and Certification – Nikki Buckelew

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