A Big Issue: Your Older and Aging Clients and Their Mental Capacity

Provincial Life Credits: 5 credits in (BC, AB, SK, MB, ON)
Provincial A&S Credits: 5 credits in (BC, AB, SK, MB, ON)
CFP® Certificant: 5 credits (Financial Planning)
General Credits: 5 credits in AB

This is a course about a thief that sneaks in, and remains undetected until it steals a person’s independence and ability to cope financially.

The thief is dementia and Alzheimer’s disease.

A Big Issue addresses dementia and Alzheimer’s disease in the context of mental and financial capacity. Here’s what you need to know and how to prepare for the upcoming epidemic.

  • How will you recognize dementia or Alzheimer’s in your client?
  • How many of your clients might be affected?
  • What is your responsibility to your client?
  • What can, and will you do — and when?
  • Is there a role for insurance?

This is pure financial planning knowledge that addresses a frightening problem with information, insights, and ideas.

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Price: $64.95