Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice

This course has a focus on ethics for the senior client. You’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FP Canada Principles and Rules to provide guidance for your responsibilities.

• Review the standards of ethics that apply to senior clients;
• Learn about the challenges seniors present;
• Analyze client behaviour to identify specific concerns;
• Identify practice concerns relevant to seniors;
• Assess instances of advisor conduct for evidence of professional responsibility in practice.

Informative and stimulating, Professional Responsibility and Seniors provides you with important information to use in building and sustaining a relationship with your senior clients.