Connecting With Clients & Strategic Partners

  • This class is required for the CAPS designation – no exemptions or exceptions regardless of work history, personal experience, or knowledge level.
  • This is a one-day, 6-credit hour, standalone class that combines with CAPS II and CAPS III to complete the requirements for the CAPS designation – all three classes are needed.
  • CE (6-hours) credits are available for AIA, AIBD, AOTA, APTA, ASID, NAHB, NKBA, and others.

Please use a separate checkout for each person being registered.

In registering for this online class, I agree that Steve Hoffacker may record, take occasional screen shots, or use verbal or written comments I may provide to help document and share experiences with others interested in the classes. I agree to be added to his email contact list and to receive emails from him.

Steve Hoffacker intends to conduct the classes as scheduled, but when forces beyond his control intervene, he reserves the right to reschedule those classes. Anyone may request to move their registration to another date without penalty, but there are no refunds provided.

Overview of CAPS I

CAPS I: Marketing & Communicating With the Aging in Place Client is a one-day, 6-credit hour course that lays the foundation for earning the Certified Aging-in-Place Certified Aging In Place Specialist (CAPS) designation. This class is a required component of the three-course CAPS series, which includes CAPS I, CAPS II, and CAPS III.

Note: This course is required. All three courses are necessary for the CAPS designation. No exemptions or exceptions are granted regardless of prior experience or background.

Course Details

  • Duration: One day
  • Credit Hours: 6
  • Format: Online, interactive, distance learning
  • CEU Credit: 0.6 CEUs (6 CE hours) approved by AOTA and accepted by AIA, AIBD, AOTA, APTA, ASID, NAHB, NKBA, and others; however, AOTA CEUs do not imply endorsement of specific course content or clinical methods.
  • Level: Introductory – suitable for professionals new to Aging In Place concepts – and taught as an interactive distance learning activity, qualifying for Category One, Occupational Therapy Service Delivery.
  • A downloadable PDF reference book is available with your registration.

What You’ll Learn

Key Learning Objectives

  • How to effectively market to aging in place clients and connect with key stakeholders
  • Identifying and serving three primary market segments:
    1. Without Urgent Needs Clients: Individuals without significant requirements looking for accessibility or aging in place enhancements to their living space
    2. Progressive Needs Clients: Those with chronic or progressive conditions requiring thoughtful and intentional home modifications
    3. Traumatic Needs Clients: Individuals with sudden onset conditions such as a TBI or physical trauma requiring immediate attention or accommodation
  • Communication strategies for connecting and working with clients and families
  • How to build strategic partnerships and work with referring professionals
  • Discover opportunities and resources for starting or expanding an aging in place business

Why Aging In Place Matters

As people live longer, healthier lives, many choose to remain in their present homes rather than relocate. This growing trend has created strong demand for professionals skilled in evaluating, designing, and remodeling homes that support independence and safety.

The CAPS I course emphasizes the importance of understanding the physical, emotional, and environmental needs of clients who are aging in place – a lifestyle embraced by millions across North America and beyond.

Certification Information

  • Required for CAPS designation
  • Must be taken before enrolling in CAPS III
  • May be taken standalone or as part of a three-day consecutive course series
  • No specific time frame required between completing CAPS I, II, and III—though consecutive-day completion is recommended

Registration Information

  • View Class Schedule
  • Register Now (Please register each attendee separately.)

Instructor Policies

By registering for this online course, you agree to the following:

  • You will be added to Instructor Steve Hoffacker, CAPS, professional email list.
  • Classes may be rescheduled in the event of unforeseen circumstances, but they will not be canceled
  • Registrants may reschedule their attendance without penalty, but no refunds will be issued.

Accreditation

Steve Hoffacker LLC and the National Association of Home Builders (NAHB) are AOTA Approved Providers of professional development.

  • Course Approval ID: #0000