Senior Downsizing Coach Skills Training

Coach Your Way to Success in the Senior Market

Create a longterm sales pipeline by helping clients navigate the downsizing process

Whether you are assisting recent retirees with decisions about renting versus buying or supporting older adults making end of life housing choices, having strong coaching skills is key.

SREI’s Coach Skills Training Program provides Certified Senior Housing Professionals with the unique set of skills needed to help clients navigate challenging late-in-life moves, identify the best path for moving forward, take control of their choices, and adjust to their new normal.

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As a Certified Senior Downsizing Coach,

You’ll Help Your Clients:

  • Learn to adapt and cope with challenging residential decisions
  • Tap into their inner strength so they can move forward with confidence
  • Communicate effectively with family members, friends, and trusted advisors
  • Connect with resources and supportive networks
  • Define goals and develop a plan for making them a reality
  • Understand the multiple steps associated with the downsizing process
  • Recognize that life has meaning and purpose wherever they may live


  • Six self-paced training sessions to be completed over 6 weeks.
  • Six small group LIVE web-conference sessions facilitated by Coach Nikki Buckelew.
  • Three private coaching sessions (30 min each) and two mock downsizing consultations (1 hr each) via web-conference for honing your skills.
  • SREI’s Senior Downsizing Coach Skills Guide including scripts, talking points, and coaching questions.
  • Supplemental reading materials exclusive to the program.
  • Access to private online group for collaboration and support.
  • Access to SREI coaching resources and templates.
  • Ability to earn a 3-year certification by SREI as a Certified Senior Downsizing Coach.*
  • Designation as CSDC on the SREI website under the CSHP directory upon approval.*


*Must meet or exceed minimum standards as set forth by SREI coaching team.

2020 Courses

August through September

Dates & Times TBA

Your Pathway to Different!

You must complete Success in Seniors Real Estate I and Success in Seniors Real Estate II before starting this course. To become certified, you must be a Certified Senior Housing Professional.

Need to take Success in Seniors Real Estate?

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Includes Certification for THREE years!

Claim Your Place in Session II

Payment Plan

$997/month for 4 months

Includes Certification for THREE years!

Claim Your Place in Session II