Financial Advisors' Online Series:

This is an Advocis-approved online CE Credit course.  Advocis approval is accepted by all provinces excluding Alberta, Manitoba and Quebec for life licensing requirements. Download the text and the quiz below. Fax your completed quiz
to 905-486-9895 and you will be notified within 48 hours by email of your results. A passing grade of 65% or higher is required for obtaining a CE Certificate of Completion. Your CE Certificate and your tax receipt for payment will be included in your email.

Overview:

This program examines five important areas financial planners can educate clients on honing their skills to deal more successfully with their aging parents. Areas reviewed include: (1) Developing Strong Communication Skills With Aging Parents; (2) Understanding the Health Care System; (3) Educating Yourself on Housing Issues and Options; (4) Preparing Before the Need Arises; (5) Maintaining Humour and Perspective. This course is a valuable primer for anyone dealing with an aging clientele, or clientele who are caregivers to aging parents.

Who Will Benefit From Taking This Course

Financial Advisors who:

Work with an older clientelle

Have clients who act as informal caregivers to aging parents

Want to better understand the changes their own parents are experiencing

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Suitable for advisors specializing in:

Long Term Care Ins.
Critical Illness Ins.
Estate Planning
Financial Planning
Investment Planning
Benefits Planning

Cost: $39.00 plus GST 

Overview:

This program examines the difference between our clients' chronological age and their
 self-perceived age. Also reviewed is the "Whole Person" Approach to working with clients and our clients as consumers of Health Care. Long Term Care Insurance is still relatively new and advisors may benefit from the tips on how to evaluate Long Term Care Insurance policies as well as the overview on differences in underwriting this unique risk.