Professional Training

Professional Education

ThinkstockPhotos-174932324With an educational focus, we deliver training for Professional Development offering vital learning and collaboration with expert content presented via a Training or Workshop, Speaker Presentation or Live Online Learning Event (fully hosted webinar).

The professional strong learning priorities are informative, engaging and compelling. Beneficial learning assets are Professional Skills, Ethics, Practice Management, with CPD Accreditation offered.

Trainings are tailored to suit your industry and delivered by our professional expert facilitator. Providing essential knowledge for professionals they inform of how to recognise situations and strategies for senior wealth abuse prevention and management.

Including current information on emerging trends provides management, advisers and support staff with the essential tools required for effective quality client service in the sometimes complicated, uncertain and complex issue of financial senior abuse. Ultimately to help protect clients' financial security, keeping them safe and secure, and mininising risk for loss of clients.  

Who are these workshops for?  Wealth abuse inevitably takes place on the front lines. This program is ideal for financial planners, wealth advisers, wealth accountants, public accountants, bankers, building societies, law firms, aged care facilities and retirement communities. Essentially, providing effective training for any individual or corporation who help seniors manage their financial affairs.

Financial Senior & Elder Abuse Prevention Program

ThinkstockPhotos-470917765Training content and length of time can be tailored to suit your preferences. Speaker Presentations can be 1-2 hours and are ideal for time-pressed professionals. More extensive training with an extended workshop can be presented during your training day or conference events over either a half day, 1, 2 or even 3 days. Depending on your industry, level of experience and the inclusions you choose, we offer a range of options and fee structure to meet your preferred training delivery.

Interactive sessions include scenarios, case studies, strategies analysis, and the learning outcomes enable service professionals to be informed and proactive, and significantly enhance client relations and trust. It will be obvious your corporation has taken the time to engage in training to your professional team or members and their clients, that they are important and valued. Training addresses the subject matter fully, participation from your people is encouraged and attendees are provided with necessary information and resources to effectively assist clients to prevent wealth abuse. Training helps to upskill and step up for assisting clients to be 'safe and secure'.

Arranging a Training training event can easily be organised for small or large groups, presented in person for maximum results in your usual training rooms or a venue. For the larger group requirements, a live webinar training presentation can easily be arranged. Individual professionals can book a training session.

Interested in holding a training? Please either contact us or suggest it to your company or organisation. To discuss how a training could be tailored or presented to suit your requirements, obtain a brochure, or make a booking and secure a date, please contact our office:
Phone: 1300 072 065
Email: via the Contact page.

The BENEFITS are extensive . . . sessions can include Guidebooks, Certificate, CPD Monitored,  Membership. Attendees can listen to relevant video interviews on current issues, view a presentation highlighting facts, along with other key media resources. Attendees feel comfortable knowing they receive all the relevant details, contacts, guidelines available and they can actively participate by asking questions.

Our range of training options all result in professionals becoming informed in a proper and professional way, and that ultimately helps with prevention and client retention. Attendees become proficient and competent to help clients take action with wealth abuse prevention management. Effectively dealing with situations preserves seniors finances, investments, and dignity. We conclude by thanking attendees for their participation and contribution towards helping senior clients deal with this issue. Ultimately assisting them to protect their finances for their future.

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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