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.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


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. 




Course Information

Adding additional credit may change exam requirements.