In partnership with Fairway Mortgage, NAIFA is offering the Certified Home Equity Advisor (CHEA) credential, a first of its kind program designed to help financial and insurance professionals responsibly integrate home equity into comprehensive retirement planning.
Exclusively for NAIFA members, the CHEA credential focuses on the ethical and strategic use of housing wealth—including reverse mortgages, when appropriate—as part of modern retirement strategies for clients aged 55 and older.
The 8-hour program combines academic research, real-world case studies, and fiduciary-aligned planning frameworks, addressing a long-standing gap in traditional financial education that often overlooks home equity as a retirement asset.
CHEA features compliant communication techniques and actionable planning tools to improve client outcomes in the areas of:
Each session builds toward the CHEA designation—available exclusively through this NAIFA-endorsed program.
Course Topics Include:
Grounded in academic research and taught by experienced subject matter specialists, this program delivers both CE credit and practical insights you can apply immediately.
This class is open to NAIFA Members in Texas. The program is a two-part, 8-hour CE program delivered over two days.
July 28 & 30, 2026 | 9:00 am – 1:00 pm CT
$200
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George Bain, Vice President |
Gabrielle Gregoline |
Michael Inkman, |
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Kristy Osborn |
Jackson Matheson, |