Contact Us: 613-277-6449
Contact Us: 613-277-6449

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

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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.

Register Here »