Dementia-Friendly Professional Training – Session 2 – July 2-23
Dementia-Friendly Professional Training – Session 2 – July 2-23
Date/Time
Thu, Jul 2, 2020 - Thu, Jul 23, 2020
2:00 pm - 3:00 pm EST
A Professional Development Opportunity for Financial Service Professionals
Is your financial services practice dementia-friendly?
Protect your clients. Protect your practice.
| Session 2: Thursdays July 2- July 23, beginning 2 PM (Eng) | |||
| Thursday, July 2 | 2:00 PM – 3:15 PM | Module 1 | 1.25 CE credits |
| Thursday, July 9 | 2:00 PM – 3:00 PM | Module 2 | 1.0 CE credits |
| Thursday, July 16 | 2:00 PM – 3:00 PM | Module 3 | 1.0 CE credits |
| Thursday, July 23 | 2:00 PM – 3:00 PM | Module 4 | 1.0 CE credits |
| Thursday, July 23 | 3:15 PM – 4:30 PM | 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.