Dementia-Friendly Professional Training – Session 1 – June 15 – July 6
Dementia-Friendly Professional Training – Session 1 – June 15 – July 6
Date/Time
Mon, Jun 15, 2020 - Mon, Jul 6, 2020
11:00 am - 12:00 pm EST
A Professional Development Opportunity for Financial Service Professionals
Is your financial services practice dementia-friendly?
Protect your clients. Protect your practice.
| Session 1: Mondays June 15 – July 6, beginning 11 AM (Eng) | |||
| Monday, June 15 | 11:00AM – 12:15PM | Module 1 | 1.25 CE credits |
| Monday, June 22 | 11:00AM – 12:00PM | Module 2 | 1.0 CE credits |
| Monday, June 29 | 11:00AM – 12:00PM | Module 3 | 1.0 CE credits |
| Monday, July 6 | 11:00AM – 12:00PM | Module 4 | 1.0 CE credits |
| Monday, July 6 | 12:15PM – 1:30PM | Optional DFP Proficiency Test | |
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 DFPTM certificate
50 questions. 80% required to pass. Open book test. |
|
4.25 CE Credits.