Overview
- The CHEA program debuts with virtual sessions for Colorado on March 17 and 19, with additional states to follow in the first half of 2026.
- Course access is limited to NAIFA members and focuses on strategies for clients age 55 and older.
- Licensed reverse mortgage specialists teach the curriculum, which stresses suitability, disclosure, and coordination with broader financial plans rather than product sales.
- Advisors who complete the course earn the CHEA designation plus a toolkit with consumer education resources, scenario modeling support, and ongoing updates.
- Context: Fairway was the sixth‑largest HECM originator for the year ending January 2026 with 1,009 endorsements and a 3.8% market share, per New View Advisors as reported by HousingWire.