Protecting Seniors Wealth.
Education Learning and Development
In Person or Online Programs
Strategic Planning to Protect Finances
Our Accredited Training. Your Advantage.
Our education resources and accredited training programs:
- Provide comprehensive training for banking, wealth management, superannuation funds, financial advice and insurance, retirement planning and aged care specialist corporations.
- 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 outcomesÂ
Training Program Options:
Accredited Professional Development for Training Online, Live Online or In-Person Workshops & Events.
Protecting Seniors Wealth – Their Whole Wealth™ Accredited Professional Training Program
The Advanced Expert Program provides the all-important Intelligence for Professionals to effectively assist senior and retirement clients protect their finances in banking, financial services and wealth industries. Access to vital knowledge for safeguarding clients, focused on Financial Exploitation and Fraud prevention, meeting new industry expectations and clients best interests.
Financial Senior Abuse & Inheritance Impatience – Assisting Clients
This two-hour mini training contains extensive analysis of the growing unwanted trend, including the newly dubbed 'Inheritance Impatience' - it's an introduction to prevention and dealiing effectively with the issue that could impact clients of any age, especially the senior, elder, and vulnerable, even professionals own family. Focused on prevention of financial senior abuse and the importance of taken action to assist clients.
The Responsible Professional Management of Financial Abuse Driving Better Outcomes
Three-hour accredited Master Class focuses on helping professionals protect clients and to avoid loss of clients' investments. Covering a broad range of protective resources for assisting clients effectively. Essentially, many all-important aspects in protecting clients, investments, industry professionals. Ideal for professionals, management, support staff to realise obligations and clients best interests.
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.
Continuing Professional Development opportunity for acting in clients best interests
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.Â
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.
