E-Course: Dementia and Your Financial Practice


As the population ages we are seeing an increase in Alzheimer’s disease and other dementias creating an increasing number of older investors who may be at risk of having diminished capacity.

Cognitively impaired investors are at risk for fraud and financial exploitation.

Financial professionals need to increase their knowledge base as well as policy and practice solutions in order to protect their clients as well as their practice.

This course is designed for financial professionals to help educate them on the signs, symptoms and basics of dementia as well as offering some practical tips for working with impaired clients.

New to Online Learning?

How to Purchase Your Course

  1. Click the “Add to Cart” button below to begin checkout.
  2. You’ll be prompted through our easy checkout process, where you’ll fill in your payment information and create a username/password if you do not already have one.
  3. You can get started right away! Just click the link in the green box that appears after checkout. (see example below)
    1. dsg-screenshot
  4. Not ready to start your course yet? No problem. Check your email for login instructions.