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.
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