Financial services professionals often face challenges when seniors show cognitive difficulties but remain legally competent, or when family members question a senior’s decisions. This course helps professionals recognize obstacles to ethical decision-making, such as rationalizations, critical thinking errors, and mental traps, and emphasizes emotional intelligence. It also provides tools for assessing ethical decisions, including the Six Pillars of Character and an eight-step decision-making model.

• Assess your comfort level and understanding of ethical dilemmas
• List and examine basic ethical principles
• Correctly and ethically respond to situations involving questions of the senior client’s cognitive capacity
• Follow a logical and thorough eight-step process for making ethical and effective decisions