Dementia-Friendly Professional Training – November 3 – 24

Date/Time
Tue, Nov 3, 2020 - Tue, Nov 24, 2020
10:00 am - 11:00 am EST

A Professional Development Opportunity for Financial Service Professionals

Is your financial services practice dementia-friendly?
Protect your clients. Protect your practice.

Session 1: Tuesdays Nov 3 – 24, beginning 10 AM (Eng)
Tuesday, Nov. 3	10:00AM – 11:15PM	Module 1	1.25 CE credits
Tuesday, Nov. 10	10:00AM – 11:00AM	Module 2	1.0 CE credits
Tuesday, Nov. 17	10:00AM – 11:00AM	Module 3	1.0 CE credits
Tuesday, Nov. 24	10:00AM – 11:00AM	Module 4	1.0 CE credits
Tuesday, Nov. 24	11:30AM – 12:30PM	Optional DFP Proficiency Test

Pricing

$250.00 (HST incl.) – All four modules and test

$49.00 +HST – Each individual module

4.25 CE credits available, including 4.25 ethics credits
Online registration fees will be additional. Register for all four modules and save.
Non-refundable.

Proficiency Test and Certificate
A 50 question, on-line proficiency test (open book) to earn your personalized, DFP^™ certificate
$ 55.00 +HST (includes issuing of certificate and mailing)

Minimum registration number required to proceed. Organizer reserves the right to cancel or reschedule. Reimbursements will be made if cancellation necessary and unable to reschedule.

Module

Description

CE Credits

Module 1:

Understanding the risk

The urgency and need to prepare

Making the connection: dementia and FMC (Financial Management Capacity)

1.25

Module 2:

Bridging the gap

Capacity and supportive decision-making

1.0

Module 3:

Advisor competency & professional standards

Knowledge and communication strategies

Balancing advocacy and privacy

1.0

Module 4:

Practice operations & client relationships

Process and Best Practices

Client communication

1.0

DFP^™ Proficiency Test

Earn your personalized DFP^TM certificate

50 questions. 80% required to pass. Open book test.

4.25 CE Credits.

Dementia-Friendly Professional Training – November 3 – 24