1 Hour Course

Title: The Many Stages of Financial Senior Abuse

The Importance of Taking Action and Protecting Senior and Retirement Clients

This training presentation is a comprehensive introductory analysis of the issue and trend of financial senior abuse, ideal for professionals that have clients across all demographics. The far-reaching ramifications of this issue impacts everyone.

The session focuses on Financial Senior Abuse Prevention – assisting senior and elder senior clients or vulnerable people, including the younger demographic clients that may genuinely assist or care for a senior family member or vulnerable person.

Providing in-depth insights for professionals to gain necessary skills for assisting clients in an informed and proper professional way, including research and data, the many stages of financial senior abuse and assisting clients to protect their finances.

Included is new industry guidance and essential knowledge, we consider assisting clients, clients best interests, action steps, case study analysis, client and industry expectations, accountability, professionalism and ethics, and improving outcomes.

To understand the many forms and stages of financial senior abuse, the industry expectations, acting in clients best interests and taking reasonable steps.

To provide learning material for professionals that assists in understanding how they can assist clients and consider how to improve outcomes.

Provide educational resources and knowledge to assist with ethical conduct and professional development around a serious issue impacting so many seniors, elders and vulnerable people, including professionals and business.

Accreditation: CPD One (1) Hour

Presented by: Renowned Expert

To discuss or book this training session for you team, please contact us