Protecting Vulnerable Investors

Helping financial advisors protect their vulnerable clients

Ratings 3.61 / 5.00
Protecting Vulnerable Investors

Description

Diminishing capacity and financial exploitation of seniors has become a top priority among regulators of the financial services industry. This course was designed to help support the financial services industry and protect vulnerable investors. If you are an investment advisor or financial planner, particularly in Canada, this course will help you to better protect your most vulnerable clients.

What You Will Learn!

  • Students will learn about who vulnerable investors are, including elderly investors and those with diminished capacity
  • Students will learn about measures and steps that can help protect vulnerable investors from financial exploitation

Who Should Attend!

  • Financial professionals, particularly in Canada
  • Family and friends caring for someone with diminished capacity

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Tags

  • Investing
  • Vulnerability
  • Financial Planning

Subscribers

472

Lectures

36

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