Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Dealing With Seniors


The Dealing with Seniors course will help you understand the psychological, social and neurological changes that occur with aging. Understanding the impact of major health risks is also an essential component, helping you to grasp the nuances of how to effectively help senior clients make final decisions. The course also explores the regulatory landscape, and specifically the heightened examination and enforcement efforts regulators have adopted to ensure that the protection of seniors becomes a strategic priority for member dealers.

Who should enrol:

Dealing with Seniors is designed for financial professionals who are currently working with elderly and aging clients. This includes wealth managers, financial advisors, investments advisors, investment counsellors and financial planners. This course is also relevant for mutual fund sales reps and life insurance sales agents. It is recommended for individuals who are subject to CE compliance requirements, and for professional development.