Two doors. One destination: the most credible professional in the room.
Download The Modern HECM — 1.0 CFP® CE hour on buffer assets, Social Security bridging, and trust coordination. Free. No strings.
The C-RMS™ and C-R4P™ designation programs give you the vocabulary, the framework, and the credibility to build referral partnerships with financial planners.
Most reverse mortgage materials are product brochures. This one isn't. The Modern HECM is a free self-study CE guide covering the buffer asset strategy, Social Security bridging, and trust coordination — written at a level that respects your fiduciary standard and your clients' complexity.
Buffer assets · Social Security bridging · Trust coordination · Tax treatment · Case study · Interactive self-assessment with CE completion record
Read the guide now →Most reverse mortgage training teaches product. ReverseMortgageEDU™ teaches strategy — the buffer asset framework, Social Security coordination, and portfolio mechanics that make a financial planner stop thinking of you as a loan officer and start thinking of you as a resource.
Certified Reverse Mortgage Strategist™ · The flagship designation for originators building CFP® referral relationships. 66 videos · 8 modules · $97/month
Learn more →Certified Reverse for Purchase Specialist™ · For originators working in the HECM for Purchase space with SRES Realtors. $97/month
Learn more →Most reverse mortgage training is product-focused. ReverseMortgageEDU™ exists to change that. Our designation programs teach mortgage professionals to think like retirement income strategists — fluent in sequence-of-returns risk, Social Security optimization, and coordinated financial planning.
That shift in perspective is what earns the trust of CFP® partners. It's also what separates professionals who close transactions from those who build practices.
Every curriculum, every video, every exam question was built from 15+ years of active origination and direct collaboration with the planners, attorneys, and fiduciaries who refer into this space.
The flagship designation for reverse mortgage professionals who want to speak the language of CFP® partners. Eight modules, 66 videos, covering HECM mechanics, portfolio coordination, and advanced planning strategy.
The specialized credential for originators working in the HECM for Purchase space. Built for professionals who want to serve downsizing retirees, SRES Realtors, and estate sale transactions with deep product and planning fluency.
The Modern HECM is a free 1.0 CE hour self-study guide covering buffer assets, Social Security bridging, and trust coordination. Written for planners, grounded in Pfau and Sacks research, built to spark the conversation your clients with home equity deserve.
Associate Broker at C2 Financial Corporation, licensed in California and Washington State. Founder of ReverseMortgageEDU™. Co-author of Reverse Mortgages for Women, by Women. Member of the National Reverse Mortgage Education Committee. 15+ years specializing exclusively in reverse mortgages, with a practice built on CFP and financial planner partnerships.