A New Online CE Course: Working with Senior Clients
Given the demographic shift that is taking place, most financial advisors and planners have clients that are in their senior years. Financial advisors and planners who learn more about working effectively with senior clients will have the opportunity to differentiate themselves as the go-to advisor with their own clients as well as with their clients’ families, friends and in their community. This course with help financial advisors and planners develop their practices and processes that will protect and empower their clients and protect their practice. They will learn about their responsibilities and how to recognize issues such as elder abuse and cognitive impairment. The course also includes access to many resources that financial advisors and planners can use in their practice.
CE: 2 (including 1 ethics)
Cost:
Members: $30 + tax
Non-members: $45 + tax |
