2 Hour Course

Title: Financial Senior Abuse and Inheritance Impatience
– Assisting Clients & Ethical Accountability

This is a comprehensive training extended to include preventative measures for professionals, the course is ideal for professionals to gain essential knowledge for how to best assist clients.

Providing insights the focused in-depth learning extends to understanding many different situations and recognising appropriate actions, protective measures, new industry expectations, clients best interests, client safety and security is all paramount.

Focusing on financial senior abuse prevention this course provides key professional development learning vital to gain the discerning professional skills now expected.

An all-important introduction that extends to appropriate preventative measures, ideal for professionals with clients across all demographics as this trend impacts people of all ages.

• We consider 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 professionalism and ethics, regulatory compliance and client care.

• Developments around this unwanted, serious and rapidly growing issue of financial exploitation and fraud – how it’s impacting clients & business. Legal developments, law reform updates, industry expectations, preventative and protective measures and actions for redress.

• How the once often ‘silent’ epidemic is now fully in the spotlight, and how professionals now have a responsibility to assist and act in the client’s best interests. We consider acting with integrity, professionalism and ethical conduct around this issue.

• Expected professional behaviour, client safety and security, and assisting the client to protect their finances for their future and lifestyle choices. Situation management – client care, client retention and satisfaction.

Presenter: Recognised Expert Anne McGowan

Learning Assets: Professionalism and Ethics, Client Care and Practice, Regulatory Compliance.

Accreditation: Two (2) CPD Hours – Accredited with FAAA.

Educational Objectives:

To consider the changes around a serious and rapidly growing issue of financial exploitation and fraud, and how it can impact your clients and your business. To demonstrate industry expectations, acting as an ethical professional, act in the client’s best interests, taking reasonable steps.

To provide an understanding of how professionals have a responsibility to assist their clients. Provide knowledge and skills to gain competency for assisting with ethical conduct around this issue impacting so many seniors, elders and vulnerable clients, including professionals and business.

Learning Outcomes:

To gain competency around the financial abuse issue and ethical responsibilities as a professional.

Learn how the once often ‘silent epidemic’ is now fully in the spotlight, and how professionals now have a responsibility to assist their clients – gain knowledge of protective measures and redress.

To understand accountability, industry expectations, legal developments and requirements for acting in clients best interests, professionalism, ethical conduct, client care, procedures.

To realise taking appropriate steps is now of paramount importance – how to best assist clients to help keep them ‘safe and secure’, along with their investments for the long term, maintaining dignity and lifestyle choices – retaining the client, ongoing management, improving outcomes.

To complete the course online now, please register below or above. To book this training for your company’s group or obtain more information contact us