Maximizing Integrity in Decisions with Seniors

Overview

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.

Learning Objectives

  • 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

Designed For

Professionals who wish to learn more about ethical decision making when working with senior clients. 

Find this course for your license:

License or Certification

Regulator

Type