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

 

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
Hours of Study 2.5 hours
QUIZ FORMAT
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
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

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

This course is now eligible for CFA CE credits. CFA – Confirmation of CE Activities (PDF)