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Protecting Seniors Wealth.
Education Learning and Development
In Person or Online Programs
Protecting Senior and Retirement Clients
Assisting to Safeguard Their Future
Financial Senior Abuse Prevention
Strategic Planning to Protect Finances
Our Accredited Training. Your Advantage.
Accredited professional training program:
- Provide comprehensive training facilitated by a renowned expert for banking, wealth management, superannuation funds, financial advice, insurance, retirement planning, aged care specialist corporations and government.
- Provide essential knowledge and the necessary skill set required to effectively assist valued clients, act in clients best interests, assist in preventing or planning to avoid financial senior abuse and exploitation.
- Help clients and members protect their finances and safe secure lifestyle, and improve outcomes.
For improving proficiency levels, client satisfaction and good outcomes
Training Program Options:
Continuing Professional Development for Training Online, Live Online or In-Person Workshops & Events.
Two-Hour CPD Accredited Training
Financial Senior Abuse & Inheritance Impatience - Assisting Clients, Prevention and Ethical Accountability
The new & updated comprehensive training, presented by a renowned expert, includes preventative measures, professionalism and ethical responsibilities to act in the client's best interests, essential knowledge and skills to gain competency to assist your clients, including important considerations relating to regulatory compliance and client care.
Three-Hour CPD Accredited Training
The Responsible Professional Management of Financial Abuse & Driving Better Outcomes
Masterclass focused on helping professionals protect clients, avoid loss of clients and investments, protective resources for assisting clients effectively. Many all-important aspects in protecting clients, their investments, industry professionals. Ideal for professionals, management, support staff to realise obligations and clients best interests.
One-Hour CPD Accredited Training
Many Stages of Financial Senior Abuse, the Importance of Taking Action and Protecting Senior Retirement Clients
This training session is presented by a renowned expert includes new expectations, professional accountability, assisting clients, many forms and stages of financial senior abuse, industry expectations, acting in clients best interests and taking reasonable steps, and understanding how you can assist clients and consider how to improve outcomes.
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.
Insightful Professional Development and Expert Consultancy.
Financial senior exploitation and fraud is still increasing and impacting our rapidly growing senior retirement cohort.
Expert training and consultancy should be engaging and encouraged for clients best interests duty to improve and drive better outcomes.
Percentage of people 65 or older in Australia (est):1
- 1991 10.7%
- 2001 12%
- 2021 18%
- 2031 21%
What We Offer:
eBooks & Guides
Membership
Consulting
Training Program
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.