Certified Senior Care Referral Agent™

Service Description

The Certified Senior Care Referral Agent™ (CSCRA) program is a comprehensive 40-hour training designed to prepare professionals to guide families through one of life’s most important and emotional decisions—finding the right care for their loved ones. Grounded in the principle of “doing the right, thing the right way,” this course equips participants with the knowledge, skills, and ethical framework required to operate with confidence, transparency, and compliance across the United States. Participants will gain a deep understanding of: - Compensation disclosure obligations and how to communicate transparently with families - Prohibited practices, including kickbacks, steering, and misleading guarantees - HIPAA and privacy fundamentals to safeguard sensitive client information - Ethical marketing standards that build trust and protect consumers - Documentation and CRM best practices to ensure accuracy, accountability, and audit readiness Through interactive learning—including role-playing, real-world scenarios, and hands-on system training—participants will develop the judgment and professionalism required to serve families with integrity while navigating complex regulatory expectations. This program is ideal for individuals entering or advancing in senior care placement, referral services, or care advisory roles who are committed to delivering ethical, client-centered, and compliant service.