With the recent changes in education standards by FASEA, professionals in the finance, tax and business world may need to complete further study to be fully compliant in their practice. On top of this, an existing challenge faced by financial planners is assuming capacity and obtaining contractual consent when dealing with an ageing client base.
This webinar will explore capacity evaluation, cognition and implementing supported decision-making and, in particular, the role played by impaired cognition on financial decision-making.
Our presenters will provide a framework for navigating questionable or diminished capacity with ageing clients, detailing:
- best-practice approach to the issue of diminished or questionable capacity
- current neuroscientific knowledge of how the ageing brain affects financial decision-making
- what questions should be asked and how to deliver such questions
- what can be learned from the client’s responses when evaluating a client’s capacity.
Webinar attendees will also be eligible to gain Continuing Professional Development (CPD) points.
Don't miss your chance to join this free webinar where you'll learn how to provide ethical advice to the ageing population of Australia. We'll send you a link to join once you register.
Date and time
Thursday 17 October 2019
We'll send you a link to the webinar once you register.