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 wha tyou 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 may be affected?;
  • What else 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: $37.50 (You do not pay on this site.)

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