Ethical Duties When Working with Senior Clients

This course explores the fiduciary duty that financial professionals owe to the clients they represent, including the heightened duties that are required when working with senior clients. The course reviews the specific steps financial professionals can take to enhance ethical behavior, how to lawfully use senior designations and credentials, and the importance of having a network of eldercare professionals to whom senior clients can turn for advice when additional expertise is needed. Find Courses Now