Effective and Ethical Communication with Seniors


As a professional, why is it important to study ethics? The answer lies in the moral requirement that we serve our clients not only with the best products and expert knowledge, but in a manner that serves the client, our own interests, and our community at the highest possible level. 

This course goes beyond typical courses on communications, because it focuses on a comprehensive set of knowledge and skills that will enable professionals to better communicate with senior clients. These recommendations will allow you to serve your senior clients even more ethically. 

Learning Objectives

Upon completion of this course, students will be able to: 

  • Cite factors that are often hidden underneath spoken words, which determine the suitability of a product or service for a senior client 
  • Apply strategies to address five verbal behaviors that seniors often display as they tackle the developmental tasks of aging
  • Explain the difference between change and the 3-stage process of transition, and how this affects seniors
  • Recite seven tips for improving your nonverbal communication based on gender and culture
  • Develop a comprehensive approach to assessing your senior clients’ changing needs, and how to help them set smart goals
  • Apply a 4-step model to successfully facilitate effective group meetings with your senior clients when their spouses, adult children, or other professionals are also involved
  • Apply tips and tools for planning and conducting more successful meetings with your senior clients, including conducting the “meeting before the meeting;” opening and closing your meeting, and conducting effective and efficient conference calls

Designed For

Financial professionals who wish to learn more about ethical decision making and how to work with their senior clients ethically. 

Find this course for your license:

License or Certification