SENIOR DOWNSIZING COACH SKILLS TRAINING
COACH YOUR WAY TO SUCCESS
IN THE SENIOR MARKET
Create a long term sales pipeline by helping clients navigate the residential decision-making and downsizing processes.
Whether you are assisting recent retirees with choices like renting versus buying, or supporting mature homeowners with making residential living decisions, it’s critical to have strong communication skills.
SREI’s Senior Downsizing Coach Skills Training provides you with a highly specialized set of skills designed to set you apart from the competition.
As a Certified Senior Downsizing Coach™
YOU WILL
- Master the art of coaching longtime homeowners.
- Position yourself as the authority on 55+, retirement community and senior living options.
- Learn to communicate more effectively with caregivers and challenging clients.
- Add an additional ancillary service offering to your existing real estate practice.
Learn to effectively address...
OBJECTIONS AND OBSTACLES
- I’m not “ready yet”
- It’s all so overwhelming
- We don’t know where to begin
- I need to wait until my kids can help
- What will I do with all my “stuff”
- The thought of making all these decisions scares me
- I’m not physically able to manage all of this
WHAT'S INCLUDED:
Comprehensive training sessions delivered by SREI Co-Founder, Dr. Nikki Buckelew, PhD
Downloadable SREI Senior Downsizing Coach Skills Guide including forms, scripts, talking points, and critical coaching questions
Printed textbooks*
Supplemental reading materials
Access to private online group for collaboration and support
*Online students must purchase textbooks separately.
To become certified as a
SENIOR DOWNSIZING COACH®
- Complete live course modules
- Comprehensive exam
- Two private video practice sessions
Benefits of certification
Certified coaches get
- Your name highlighted in CSHP™/CSDC™ directory on the SREI website
- Special recognition in media releases and social media
- Usage of the CSDC™ mark/logo on marketing materials
*Certification Included in live program only.
YOUR PATHWAY TO DIFFERENT!
ENROLLMENT NOW OPEN FOR 2026 COHORT
Class sizes limited to first 15 qualified registrants.
Session dates (Thursdays): December 4, 18; January 8, 22; February 5, 19; March 5, 19
Session times: 1:30pm-3:00pm (central time zone)
LIVE COURSE + CERTIFICATION
NOW ENROLLING FOR 2026 COHORT
Pay in Full and SAVE!
Single payment – $4,295
Regular Price $4995
Prerequisites: Success in Seniors Real Estate course. Eligible students must be logged in to enroll.
LIVE COURSE + CERTIFICATION
NOW ENROLLING FOR 2026 COHORT
Payment Plan
Five Payments – $999
Regular Price $4995
Prerequisites: Success in Seniors Real Estate course. Eligible students must be logged in to enroll.
ONLINE SELF-PACED COURSE
SHARPEN YOUR COACHING SKILLS
ONLINE TRAINING ONLY*
Single payment – $1,997
Prerequisites: None
*Fully online. Training does not include certification, live course instruction, or practice sessions.
To qualify as an SREI Certified Senior Downsizing Coach® (CSDC) you must be a Certified Senior Housing
Professional® (CSHP) in good standing and complete the live course (offered virtually) and all course requirements.