Training

Professionalism and Ethics Focused with Accreditation
Corporations prefer to retain clients for the long term, their business and investments. Senior people prefer to maintain their right to choose, dignity and lifestyle. Ethical behaviour is good for business and protecting clients is in everyone’s best interests.

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

Read more...

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

Read more...

New Expectations, Professional Accountability


1 Hour Webinar
Online

Assisting Clients

Focusing on Financial Senior Abuse Prevention

Read more...

 

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

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.

Success - check your email for download link.