Plain answers. From the source.
Everything you need to know about SREI’s training, certifications, membership, products, and policies — all in one place. Can’t find what you’re looking for? Reach our team directly using the link at the bottom of the page.
About SREI & CSHP
SREI (legally SREI, LLP) is a training and certification organization for residential real estate professionals who specialize in serving older adults and their families. We provide education, the Certified Senior Housing Professional® (CSHP) designation, ongoing community, and proven business systems for agents who want to build a profitable seniors real estate practice.
CSHP stands for Certified Senior Housing Professional®. It is SREI’s flagship designation, earned by completing the Success in Seniors Real Estate course, passing the exam, and meeting our production and post-course action plan requirements.
CSHPs go through a more rigorous training and certification process focused on both client service and business development specifically for the senior segment. Our standards — including the 10 closed transactions requirement, post-course action plan, exam, and ongoing renewal — are intentionally more demanding so that the credential signals a true specialty, not a one-day class.
SREI is headquartered at 2932 NW 122nd, Suite 17, Oklahoma City, OK 73120. You can reach our team at 512-842-6011, by emailing info@seniorsrealestateinstitute.com for general questions, or refunds@seniorsrealestateinstitute.com for billing, refund, and cancellation requests.
Training & Certification
Tuition varies by format (live in-person, live virtual, or on-demand) and by any current promotions or team discounts. Visit the Training & Certification page or contact our office for the most current pricing.
The live course (in-person or remote) is delivered over two days. The on-demand version can be completed at your own pace and includes access to live webinar sessions. Most students complete the program within a few weeks, including the post-course action plan required for certification.
A reliable internet connection, a computer with a webcam and microphone, and a quiet space for participation. We use standard web-conferencing platforms; full instructions are sent after registration.
Per our Terms of Service, the Success in Seniors Real Estate course is available for one (1) year from the date of purchase. Access can be extended if you have completed the program, applied for your CSHP, and remain current with your CSHP dues.
Replays may be made available during your active access period; however, SREI is not obligated to maintain course recordings or replays after the course is completed. We recommend completing the program within your active access window.
We periodically offer payment plan options for our courses and programs. Contact our office to confirm what is available at the time of your enrollment.
Membership & Renewal
The annual CSHP renewal deadline is September 30th each year.
Yes. CSHPs have until October 31st to renew without penalty. After October 31st, a $20 late fee is applied.
If your renewal is not completed by December 31st, your certification will lapse. A lapsed CSHP may be required to retake the Success in Seniors Real Estate course in order to be reinstated.
Good standing means your annual renewal and dues are current, you are following SREI’s Code of Conduct, and you are using the CSHP marks in compliance with our usage guidelines. Members in good standing retain access to all member benefits, including the directory listing and complimentary course audits.
Yes. CSHPs in good standing may audit any public Success in Seniors Real Estate course (online or in-person) at no cost.
Log in to your member account at seniorsrealestateinstitute.com or contact our office at info@seniorsrealestateinstitute.com to request updates to your directory profile.
Products & Licensing
After checkout, you will receive an email with instructions on how to access your digital downloads and member resources. If you do not receive that email within 24 hours, please check your spam folder and then contact our team.
No. SREI products and licenses are issued to the purchaser (or to a single team operating under one brand). Sharing files, logins, or printed guides outside of your licensed account is a violation of the license and our Terms of Service.
Per our Terms of Service, all SREI materials are the intellectual property of SREI or its respective owners. Unauthorized reproduction, distribution, or modification can result in revocation of your license, removal of your CSHP designation, and other remedies available under copyright law.
Your CSHP designation and any associated licenses (Downsizing Made Easy®, Moving Mom & Dad®, M3 Club benefits, etc.) require an active real estate license and current CSHP membership. Please contact our office to discuss your options before stepping away.
M3 Club
M3 Club is open exclusively to current, licensed owners of the Success in Seniors Real Estate™ (SSRE) course.
Yes. Enrollment requires a one (1) year minimum subscription commitment. After the initial year, your subscription automatically renews on a month-to-month basis unless canceled.
Cancellation requests must be submitted in writing prior to the 1st of the month to avoid the next month’s billing. Cancellations during the initial one-year term take effect at the end of that term and do not result in a refund or proration.
Active members are granted a non-transferable, non-exclusive license to use the Downsizing Made Easy® and Moving Mom & Dad® Presentation Systems and continued access to the SSRE course. These rights cease immediately upon cancellation, non-renewal, or termination of your M3 Club subscription.
Coaching & Mastermind
Prepaid 1-on-1 coaching sessions must be used within nine (9) months from the date of purchase. Unused sessions after that period expire and are non-refundable.
Yes, within the first 15 days of purchase, less the cost of any sessions already completed (billed at $350 per session). After 15 days, no refunds will be issued for prepaid coaching.
Group coaching and mastermind programs are refundable only if you cancel before the program begins. Once the program has commenced, it is non-refundable, and participants are responsible for the full term commitment.
SREI may, at its sole discretion, consider refund requests, deferral, or credit toward a future program in cases of exceptional circumstances such as medical emergencies. These are evaluated on a case-by-case basis.
Legacy Conference
The Legacy Conference brings together CSHPs, real estate professionals, and aging-services partners from across North America. It is the annual gathering for agents serious about growing a senior-focused real estate practice.
No. The Legacy Conference is open to any real estate professional or aging-services partner who wants to learn from and connect with our community. Special pricing and sessions are reserved for active CSHPs.
Refunds depend on when you cancel:
• Full refund before January 1.
• Refund less a $50 service fee from January 1 to April 30.
• Refund less a $150 service fee from May 1 to July 31.
• No refunds after July 31.
You may transfer your registration to another individual at any time without a service fee. All requests must be submitted in writing to refunds@seniorsrealestateinstitute.com.
Yes. We offer a range of sponsorship packages designed to connect your business with our community. Visit the Legacy Conference Sponsorship page or contact our team for the current sponsor prospectus.
Refunds & Cancellations
Send a written request to refunds@seniorsrealestateinstitute.com with your name, contact information, course or program details, and proof of registration. We respond within 3–5 business days.
Students may request a refund less a $50 service fee if the cancellation request is submitted within 10 days of registration and no later than 3 days prior to the course start date.
All digitally downloadable products are non-refundable. Once purchased, returns or refunds are not issued.
All purchases for special and invitation-only events are non-refundable, regardless of the reason for cancellation or non-attendance. Registrations may be transferred to another individual within your organization with SREI’s approval and a written request submitted at least 7 days before the event.
If SREI cancels an event, program, or course (including for unforeseen circumstances or Force Majeure events), attendees will be notified promptly. Refund or transfer options may be provided at SREI’s discretion under the applicable program policy.
Conduct & Privacy
Attendees and participants in any SREI course, program, membership, or event are expected to behave in a professional and respectful manner. Disruptive, disrespectful, non-compliant, or competitive conduct may result in removal from the program or event without refund, at SREI’s sole discretion.
Yes. SREI reserves the right, at its sole discretion, to refuse service, deny participation, or revoke access to any product, program, course, membership, or event for any reason, including violations of our Code of Conduct, without refund or credit.
SREI uses your information to deliver the products and programs you purchase and to communicate with you about your membership and our services. Please review our Privacy Policy for full details.
Yes. All materials, presentations, recordings, and content provided through SREI courses, products, memberships, and events are the intellectual property of SREI or its respective owners. Reproducing, distributing, or sharing any of these materials without prior written consent is prohibited.
Our complete Terms of Service — including refund policies, intellectual property terms, and the M3 Club subscription terms — is available at /terms-of-service/.
Still Have Questions?
Can’t find what you’re looking for? Our team responds to general questions in 1–2 business days. For billing, refund, or cancellation requests, write directly to our refunds inbox.
About Seniors Real Estate Institute
Seniors Real Estate Institute is the practitioner-built training, certification, and community organization for real estate professionals who specialize in serving older homeowners, downsizing seniors, and the families navigating later-life transitions alongside them.