Maximizing Integrity in Decisions with Seniors

One of the most difficult situations a financial services professional can face is when a senior begins to show signs of possible cognitive difficulty or impairment, but is still legally competent to make decisions – or when family members question a senior’s behavior and decisions, and want the professional to become involved. What are the proper ethical actions for the professional who wants to ensure the senior’s best interests are protected and served?

Maximizing Integrity in Decisions with Seniors teaches how you, as a professional advisor, can use your influence ethically when working with seniors in these types of situations, including when possible elder abuse or neglect is suspected, and what steps you should take to protect your professional standing.

You’ll also learn to recognize the major obstacles to ethical decision making – common rationalizations, frequent errors in critical thinking, mental traps -- and the importance of emotional intelligence. In addition, this course provides a tool for assessing the ethical quality of your decisions – the Six Pillars of Character, and an eight-step model for making ethical and effective decisions.

Maximizing Integrity in Decisions with Seniors is full of concrete, real life examples and scenarios based on interviews with subject matter experts who work with seniors in areas such as geriatric care management, elder law, financial services, life and health and long-term care insurance, and tax planning and accounting.

You’ll have the opportunity in this course to assess your own comfort level with ethical dilemmas involving seniors and learn how to foster senior autonomy in making decisions. Hands-on tools that you can print out and use in your daily work are also provided, including a list of correct responses to ten common ethical dilemmas involving seniors and a template for a Personal Action Plan to help you make even more ethical decisions going forward.