Protecting senior investors is an essential part of your role and has long been a focus of regulators. Through the adoption of rules and regulations, regulators provide guidance and define your obligations concerning your dealings with this segment of the population. This course will look at issues facing senior investors and will discuss applicable rules and regulations to assist you in serving your senior investor clients.
Upon completion of this course, you should be able to:
The test question response regarding "Is financial exploitation a secret crime? or is NOT a secret crime? The two choices do not differentiate whether the 'secret crime' is from the point of the perpetrator or from the point of the community, regulators, financial service industry etc. (Either response is correct based on point of view. Please reword the question or responses!
Educational
Interesting
Please continue to add more course. This is the third year of my taking the new IAR required courses and I've taken practically every one that is being offered. I prefer WebCE over other CE institutions. Thank you
This course just did not seem well organized relative to your other courses.
Much of the content was wordy and technical when the concepts under discussion were fundamentally a matter of clear ethical thinking.
I believe I could have taken this exam without reading any of it.
I have a concern NOT related to this course. I noticed you offer a course in Diversity, Equity and Inclusion. Given the turn of many DEI proponents to anti-Semitism, even if your course is not anti-Semitic, you give credence to such hateful behavior by promoting an ethos which is thoroughly infected with anti-Semitism. Even a cursory review of college campus protests over the Gaza-Israeli conflict supports my concerns. Jettison the DEI program. Have we not learned anything since the Holocaust?
Seemed like there was a lot of repetition of information.
I used WebCE last year. It would be nice if the courses I took last year were shown as having been taken when deciding on this year's courses as we are not allowed to duplicate courses.
It was very long. Hard to maintain necessary concentration.
This course felt very repetitive. I feel like we could have covered the same amount of content using half as many words.
I got all 15 questions correct and only scored a 93! Man, you guys grade tough!
Excellent.
The family is where the abuse is most likely
Great course. Learned a lot about the rules and best practices for dealing with seniors.
thank you