| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (5 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 7 credits (inc. 3 Ethics) |
| IIROC Credits: | 7 credits (5 Professional Development, 2 Compliance) |
| MFDA Credits: | 2 credits (Business Conduct – Ethics) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
Save the time and aggravation of seminar attendance—with immediate Certificates. In this package, you receive:
The Client’s Best Interest: Insights and Ideas for Action
| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Professional Responsibility) |
| Institute Members:: | 2 credits (includes 1 Ethics) |
| IIROC Credits: | 2 credits (Compliance) |
| MFDA Credits: | 2 credits (Business Conduct – Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
Serving the client’s best interest is a requirement for all those with client responsibilities. This course provides the understanding that can lead to generating best interest interactions, plans and proposals.
Learn to:
- Integrate client best-interest principles into practice and solidify your client relationships.
- Make clients a priority and confirm your professional responsibility.
- Enhance personal integrity.
A Big Issue: Your Older and Aging Clients and Their Mental Capacity
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits (includes 2 Ethics) |
| IIROC Credits: | 5 credits (Professional Development) |
| General Credits: | 5 credits (BC, AB, SK, MB, ON) |
A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. Here’s what you need to know and how to prepare for working with a client who may begin experiencing capacity issues.
This course delivers on risk fundamentals by covering:
- How will you recognize dementia or Alzheimer’s in your client?
- How many of your clients might be affected?
- What can and will you do — and when?
- Is there a role for insurance?
This is information for a frightening problem that can be experienced professionally and personally.
Price charged to FA: $52.50 (You do not pay on this site.)
$0.00
$0.00