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NAR's SRES® Designation

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This two-day course is CalBRE approved for 12 credit hours of continuing education under the category of Consumer Service when taken as a live lecture course a LearnMyWay® webinar. Credits are achieved once the course is taken and subsequent testing passed with an overall score of 70% or better. CalBRE Sponsor ID #0001. [General Information Page]

Course Description:

NAR’s Seniors Real Estate Specialists® (SRES®) designation course seeks to instill knowledge and understanding of and empathy for 50+ real estate clients and customers. Develop the business building skills and resources needed for specialization in the 50+ real estate market.

The SRES® designation program provides professional training and development suitable for continuing education credit. By earning the SRES® designation you will receive special training, regular updates, and additional information needed in making life changing decisions



Live or LearnMyWay®:  To register for this course near you, or in an upcoming webinar, visit the Education Calendar. 

Online Anytime:  To purchase the SRES® Online Course, go to:  NAR’s REALTOR® University.

Continuing Education (CE) Credit:  When taken as an online correspondence course, it is BRE accredited for 12 hours of CE in Consumer Service, CalBRE Sponsor No. 4883.

Certification:  To be certified as a Senior Real Estate Specialist, go to the NAR Senior Real Estate Designation page.


 Live or LearnMyWay               Online Anytime


SRES® Designation Course Learning Objectives:

  • Learn distinguishing characteristics and trends of the 50+ market so that you can discern them in your own market area.

  • Evaluate your market area attractiveness to the 50+ market.

  • Master the vocabulary of the range of housing options for the 50+ market.

  • Learn the application of federal laws for Housing for Older Persons Act (HOPA).

  • Develop business building outreach methods for communicating and gaining 50+ market share.

  • Adapt methods for counseling the 50+ buyer and sellers.

  • Stay focused on the transaction and avoids inappropriate involvement in family matters.

  • Develop sensitivities to 50+ issues and priorities when counseling buyers and sellers, showing properties, and managing transactions.

  • Develop services that win and sustain client and customer relationships and position you as a trusted real estate advisor.

  • Assemble a team of experts to help you serve 50+ clients and customers.

  • Learn about the uses, benefits, procedures, and issues involved in reverse mortgages.

  • Learn about uses of pensions, 401k accounts, and IRAs in real estate transactions.

  • Gain an understanding of how Medicare, Medicaid, and Social Security impact 50+ real estate decisions.

  • Recognize mortgage finance and loan schemes and scams that victimize 50+ borrowers.

  • Identify key life stages, viewpoints, and transitions in relation to housing choices.

  • Recognize how a home can be adapted for safety, comfort, and aging in place.

  • Help clients integrate disposition of real property into estate plans.

SRES® Designation Requirements

Three (3) requirements must be met to attain and use the SRES® designation:

  1. Successful completion of the two-day SRES® Designation course.

  2. Maintain active membership in the NATIONAL ASSOCIATION OF REALTORS®.

  3. Maintain an active membership in the SRES® Council. New Designees receive one-year membership in the Seniors Real Estate Council® FREE. Annual dues are $99 each year thereafter.

How you will benefit from taking the SRES® designation:

  • Identify the power of generational demographics

  • Develop and maintain relationship marketing skills

  • Counsel rather than sell to seniors

  • Use team-building skills with other seniors professionals

  • Understand the implications of tax laws, probate and estate planning

  • Create a point of difference from the competition

What the SRES® designation provides:

  • SRES® Designees-Log into the member's only section to access all of your customizable marketing materials!

  • Customizable REALTOR® to Consumer Marketing Materials

  • Quarterly newsletters to help you stay in touch with your customers and reach prospects

  • Direct response contact plans

  • Marketing letters

  • Scripts and concepts for contacting clients age 50+

  • Access to free and discounted senior-focused business networks like Alzheimer’s Association, AgeInPlace.com, MoveSeniors and many more!

This course will cover:

  • The 55+ Market

  • 55+ Communities and Properties

  • Gaining the Market

  • Counseling Buyers and Sellers

  • Financial and Tax Matters

    • Declaring a Domicile

    • Capital Gains Tax on the Sale of a Personal Residence

    • Gift Tax / Unified Estate and Gift Tax Credit

    • Generation-Skipping Transfer Tax

    • Taxes on Social Security and Pension Income / Tax-Deferred 1031 Exchanges

    • The True Cost of Housing

    • Reverse Mortgages / Misperceptions about Reverse Mortgages

    • FAQs about Reverse Mortgages / Installment Sales

    • IRAs and Pensions / Social Security, Medicare, Supplemental Security Income, and Medicaid

  • Schemes and Scam

  • Planning Ahead for Life Transitions

  • Building a Resource Bank

Who should attend:

Any REALTOR® preparing to approach or work with mature clients (over 50) with the best options and information for them to make life-changing decisions.


For Instructor Bios click here.

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