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Professional Training
CPD Training for Financial Advisers
Knowing how to act as an ethical professional and understanding your responsibilties are now expected. Our accredited training provides attendees with competency to step up and assist valued clients effectively in financial senior abuse situations.
Acting in clients best interests, integrity, professionalism and ethical conduct are considered and how to take reasonable steps to assist. The legislated CPD areas are Professionalism and Ethics, Regulatory Compliance & Consumer Protection.
Financial Abuse Prevention for Retirement Clients
It's now a requirement with the new Code of Ethics Standards to assist your clients with situations. Our courses are designed to provide much needed knowledge and skills around assisting clients to keep the safe and secure. Trainings are tailored to suit your industry and delivered by our professional expert facilitator.
Training informs of how to recognise situations and strategies for senior wealth abuse prevention, ongoing management and improving outcomes. Including current information on emerging trends, providing 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 minimising risk for loss of clients.
Who are these workshops and training for?
Wealth abuse inevitably takes place on the front lines. This program is ideal for financial advisers, superannuation financial advisers, accountants, banking and building societies management & staff, lawyers, aged care service providers and retirement communities professional people.
A 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.
The BENEFITS are extensive . . .
Training sessions can include Guidebooks, Certificate, CPD Monitored, Membership. Attendees can listen to current issues, view presentations highlighting important facts and data. Attendees feel comfortable knowing they receive all the relevant details, guidance to gain competency available, and in the live in-person or live online trainings, 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.
Interested in a training for yourself or your team? 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 or mobile 0477 556 011
Email: via the Contact page.