Ethics and Seniors: Understanding the Mature Market

Overview

Financial professionals who decide to work with seniors will find this unique market both challenging and rewarding. This course provides a broad overview of the unique social, familial, physical, and cognitive issues seniors face that may affect their financial decisions. It offers practical guidance that financial professionals can use to communicate effectively with seniors, to ensure suitable product recommendations, and to protect themselves from potential liability when working in this sector.

Find this course for your license

License or Certification

Regulator

Objectives

demonstrate an understanding of the characteristics of various senior age groups and the retirement goals common to these groups
describe the physical, psychological, and cognitive changes that occur as people age
recognize the decision-making process seniors use to select financial professionals and the traits they seek in advisors
tailor presentation and communication styles to effectively communicate with senior clients
recognize the signs of diminished cognitive capacity and elder financial abuse
identify the specific steps financial professionals can take to provide ethical service to clients and to protect themselves from potential liability

Designed For:

Insurance professionals, financial planners, and advisors

Course Information

Adding additional credit may change exam requirements.

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