Training
By completing our Workshop, demonstrate your commitment as a professional adviser, management or support staff – build client trust and upskill for acting in clients’ best interests.
Enrol in our Accredited Protecting Seniors Wealth – Their Whole Wealth™ Accredited Professional Training Program and gain recognition for your expertise. The In-Person One Day Workshop is advanced training for professionals.
Other training options include a one-hour webinar, two-hour online course presented as a webinar or In Person education event. All with CPD Accreditation.
Courses can be facilitated in our conference training rooms or your preferred venue for your in-house training solutions.
Upcoming Training Events
Accredited Course | Non-Accredited Course
Protecting Seniors Wealth – Their Whole Wealth™
One Day (In person) workshop
Sydney
Melbourne, Brisbane, Adelaide (soon to be announced)
Accredited Professional Training Program
Financial Senior Abuse Prevention
Intelligence for Professionals
Financial Senior Abuse & Inheritance Impatience
2 Hour Course
Online
Assisting Clients, Prevention & Ethical Accountability
Financial Senior Abuse Prevention
An Introduction extended to include additional preventative measures
New Expectations, Professional Accountability
1 Hour Webinar
Online
Assisting Clients
Focusing on Financial Senior Abuse Prevention
PROTECTING SENIORS WEALTH – THEIR WHOLE WEALTH™
ACCREDITED PROFESSIONAL TRAINING PROGRAM
One Day Workshop
Become an Accredited Professional Adviser on our Panel of Advisers
View more details on our Protecting Seniors Wealth – Their Whole Wealth™ Accredited Professional Training program.
Protecting Seniors Wealth
Their Whole Wealth Accredited Professional Training Program
In Person Workshop
This is a masterclass workshop that suits financial advisers, wealth accountants and accountants, bankers, lawyers or other professionals in real estate, assisted care services or aged care management and any professional assisting seniors and elder senior clients with their financial planning or financial related affairs.
The course facilitator is highly experienced and an expert on the subject matter. Learning tools, guides, case studies, handouts, articles will be provided at the beginning and throughout the workshop.
The program has been approved for 6.5 hours of Continuing Professional Development (CPD) from the Financial Planning Association (FPA).
Register now for a workshop, book the date, and we’ll forward an invoice to pay online with credit card or by bank transfer
Full Day Course
Financial Senior Abuse & Inheritance Impatience
Assisting Clients, Prevention & Ethical Accountability
Online Course (2 hours)
The Online Course is designed to provide extensive awareness around industry and issue developments and an introduction to preventative measures. Our highly skilled facilitator is a subject matter expert.
Course includes:
- Latest research and data and the signs and red flags
- The various perpetrator profiles
- How to assist clients in a professional and proper way
- Clients best interest, various action steps, different situations analysis
- New client and industry expectations
- Development overview of procedures
- The policy, disclosure, and ethical responsibility
- An introduction with additional preventative measures
Video, handouts and Protecting Seniors Wealth Guide will be provided to download.
Two (2) hours)of CPD points approved by the FPA will be available for attendees of the full webinar.
Register now for a workshop, book the date, and we’ll forward an invoice to pay online with credit card or by bank transfer
For resources to assist your clients and enhance your business, build client trust and potential
2 Hour Course
New Expectations, Professional Accountability
Assisting Clients
Webinar - Live And Online Training
Want to find out what’s expected and gain understanding of impacts?
This one-hour webinar highlights important aspects and is designed to update professionals around expectations and responsibilities.
The Webinar Will Cover:
- What is the sometimes hidden signs and red flag indicators
- The process of navigating suspicious behaviour and expectations
- Developing client rapport and effective procedures
- Managing situations appropriately and with accountability
- Interaction with clients and ongoing communications tools
A video will be shown, and handout will be available to download.
One (1) hour of CPD points approved by the FPA will the available for attendees of the full webinar.
Register now for a workshop, book the date, and we’ll forward an invoice to pay online with credit card or by bank transfer
1 Hour Course
Industries And Service Providers Positioned For Our Demand-Led Services
Financial Advisors
Legal Practitioners
Mortgage Finance Banking
Wealth / Property
