Protecting Seniors Wealth.
Education Learning and Development
In Person or Online Programs
Our Accredited Training. Your Advantage.
Our education resources and accredited training programs:
- Provide comprehensive training for banking, wealth management, superannuation funds, financial advice, insurance, retirement planning, aged care specialist corporations and government.
- To gain the necessary skill set required to effectively assist valued clients in preventing or planning to avoid financial senior abuse and exploitation, to help clients and members protect their finances and safe secure lifestyle.
For improving proficiency levels, client satisfaction and good outcomes
Training Program Options:
Accredited Professional Development for Training Online, Live Online or In-Person Workshops & Events.
Professional Speaking & Appearances
FPA Congress: The Financial Planning Association of Australia in 2019
Anne was a speaker in one of the Workshops ‘Valuable Lessons from Vulnerable Clients’ at the annual industry event for professionals
The FSC: New Guide to the Prevention of Elder Financial Abuse
Anne McGowan, speaker at the launch explains the Guide is an excellent industry platform and the vital next steps are focused in-depth training for professionals.
Speaking in New York City, Gold Coast & Adelaide
Anne’s keynotes and one-day workshop in 2018 & 2019, focused on how professional advisers can assist clients to protect their financial security.
IPT Forum on Investor Education and Protection
Attending Investor Protection Trust’s Forum in Oklahoma City, Anne was among educators, advisers and state securities commissions delegates.
What We Offer:
eBooks & Guides
Professional Development feedback:
Excellent, thanks again for the training, it was great. The team and I got a lot out of the course – thank you.
Thanks so much! It was a really great course, and such an important issue to be across!
Thank you again for your excellent training as one of Australia’s leading experts for elder financial abuse.
The team gained a lot of new knowledge and enjoyed it. We will look to refresh again in a year’s time.
Thank you very much for providing your training for our team.
We all value being able to learn from you as a foremost expert in this area. We will look to refresh this knowledge training annually.