Education services to inform professionals who help senior clients manage their financial affairs.

CPD Opportunity Subscription

Our range of professional development options in the accredited training program provide access to key knowledge online to gain skills beneficial for effectively assisting your valued clients.

Subscriptions can be arranged for individuals, your community of professionals or management and support staff, providing access to expert training resources for improving outcomes, long term client retention, retaining safe secure clients and their finances.

Having the knowledge to effectively assist clients in the rapidly growing senior and retirement demographic drives value for professionals in financial advice, banking, finance, wealth accountants, accountants, financial planning, aged care specialists.

Protecting Seniors Wealth

Provides education services to
inform professionals who help senior clients
manage their financial affairs.

Knowing about avoiding situations is key.

The issue of financial senior abuse is increasing rapidly.
It’s often complicated, and importantly there are changes coming to help deal with situations.

AIOFP Special Half Price!

A Member

1 year

NOTE: This special (normally $300) Ends Friday 16th Nov 2018
You can join as an individual, a company or an organisation.

Protecting Seniors Wealth Membership

Compliance, acting in clients best interests, professionalism and ethical conduct, accountability and taking reasonable steps is now expected, and this key learning for taking appropriate action to assist clients in a professional proper way, and meet fiduciary duty is high on the agenda.

A subscription provides easy access to an expert training program tailored to drive better outcomes for planning ahead and dealing with situations, now an important CPD priority to include for keeping clients safe and secure, and to protect their finances for their lifestyle.

Prefer to attend a training of your choice without a subscription, please see our CPD Courses.

Interested in a subscription, please contact us to arrange.

Industries And Service Providers Positioned For Our Demand-Led Services

Financial Advisors

Legal Practitioners

Mortgage Finance Banking

Wealth / Property

Assisted Living

Preventing Elder Exploitation & Fraud.

Free eBook Download For Seniors

What is it? - How it Occurs - Unwanted Trend - Being Aware - The Perpetrators - Research, Guidebooks & More.

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