Lesson 1: Major Health Care Risks Faced by Aging Clients
- Understand the myths surrounding the aging process.
- Describe the major health issues faced by aging clients.
- Explain why advisors need to understand the implications of cognitive impairment.
Lesson 2: The Long-Term Care Continuum
- Explain the types of long-term care facilities available.
- Understand why clients need to plan for their last years.
- Describe the uses and abuses of Powers of Attorney.
Lesson 3: Creating a Client Friendly Environment
- Understand who is at risk of a fall.
- Explain how to minimize the risk of fall by adjusting an environment.
- Discuss compliant practices for marketing to seniors.
Lesson 4: Additional Compliance Considerations
- Understand how age and life cycle relate to KYC and the importance of suitability for the aging client.
- Describe the risks associated with Senior Designations.
- Explain the importance of ethics in dealing with senior clients.
Approximate Hours of Study | |
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Hours of Study | 2.5 hours |
QUIZ FORMAT | |
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Number of Quizzes | 1 |
Quiz Format | Online |
Question Format | Multiple Choice |
Questions Per Quiz | 20 questions |
Passing Grade | 60%* |
Attempts Allowed Per Quiz | Unlimited |
ENROLMENT PERIOD | |
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Enrolment Period | 6 months |
* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.
Continuing Education (CE) Credits
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