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Working with Aging Clients


Please Note:

This course is no longer available. For a replacement course please refer to Working with Aging Clients - Best Practices and Compliance Guidance

This three-hour Professional Development course will teach students about the psychological, social and neurological changes in aging clients, the health care risks they face, and the long-term care solutions.

Upon completion of the course students will be able to:

  • Describe how psychological, social and neurological changes affect the decision-making process of aging clients
  • Identify various health-related issues aging clients face
  • Explain why advisors must understand the implications of dealing with clients suffering from dementia
  • Differentiate various long-term care solutions
  • Create a friendly environment for elderly clients
  • Identify the keys to successful long-term care planning

As a professional development CE course, Working with Aging Clients (WWAC) will be of interest to IAs as well as PFP and CSWP™ designation holders who want to keep their designation in good standing and who are interested in nurturing long-term relationships with their high net worth clients.

Quiz Format Online
Question Format Multiple Choice
Questions Per Quiz N/A
Passing Grade 60%*
Attempts Allowed Unlimited*
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)