Working with Cognitively Impaired Clients: What Financial Planners Should Know
By AGF Management Limited
As the Canadian population ages, more people will live with dementia, or cognitive impairment. This course helps financial professionals better serve clients whose lives and finances are affected by this condition.
After taking the course, financial professionals will know:
- what cognitive impairment is, the different types and how cognitive impairment is assessed
- the overall economic impact of cognitive impairment in Canada
- planning considerations related to cognitive impairment, including costs
- what to watch for to recognize cognitive impairment in a client
- how demographics and psychographics come into play when serving clients with cognitive impairment and how “knowing your client” is applicable
- techniques to effectively communicate with affected clients and their families
- ways to mitigate risk to both yourself and your client, including the use of power of attorney
Practical tips are provided throughout the course, and learning objectives are applied to two client scenarios.
Course presenter Pat Irwin enjoyed a long successful career in financial services — banking, trust and systems consulting — in Canada and the U.S. before founding ElderCareCanada, a consulting service that helps adult children and their aging parents.
As president of ElderCareCanada, Irwin builds on her consulting and service-quality training to develop strategies with families, including planning related to long-term care, estates, wills and funerals.
Irwin is a certified professional consultant on aging, holds a certificate in mediation from the University of Windsor, and is a professor of distance learning with Centennial College.
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
The Institute/IAFE
Product Knowledge
--
Practice Management
--
Financial Planning
--
Ethics
1.00
The Institute/IAFE
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
Ethics
--
ICS
Life Insurance
1.00
ICM
Life Insurance
1.00
Adjuster
--
General Insurance
--
ICBC
General Insurance
--
Accident and Sickness
--
Life Insurance
1.00
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
CIRO Cycle 10
Professional Development
--
Compliance
1.00
CSF
Courtage en épargne collective
--
Conformité
--
Compliance
--
Assurance de personnes
--
General Subject
1.00
Insurance of persons
--
Matières générales
--
Mutual Funds
--
Alberta Insurance Council
General Insurance
--
Life Insurance
1.00
FSRA
Life and/or A&S
1.00
