New chapter… New questions.
Prepare your practice to thrive with aging clients and families.
One in four persons over the age of 80 will experience some degree of cognitive change impacting their financial management capacity and decision-making abilities. As a trusted advisor, balancing advocacy and privacy is a commitment to client service excellence and sound business practices that will protect your clients and your practice.
The Dementia Friendly Professional (DFP) introductory program is your starting point to meeting not only new regulatory requirements, but a growing expectation among aging clients to advocate and prolong their participation in financial matters, without compromising their or their loved ones’ long term security. The DFPTM gives you the knowledge, tools and confidence to do so.
DFP Introductory Session *not for DFPTM designation purposes
Part 1: Thursday, December 1, 2022 1PM EST – 4PM EST
Part 2: Friday, December 2, 2022 1PM EST – 4PM EST
EPC Members: $129.00 + Tax
Non-members: $159.00 + Tax
- Understand the link between the aging brain, changing financial management capacity and the related risks
- Identify behavioral indicators, communication and response strategies so you can better engage and work with clients and family members along the entire dementia spectrum
- Learn about new “vulnerable investor” regulatory updates that impact your business including Trusted Contact Person information and temporary holds
- Review best practice guidelines and precedence so you can confidently balance advocacy and privacy including, client engagement techniques, escalation protocols and documentation
- Create a Dementia Friendly PracticeTM: framework and resources
- Learn about next steps in becoming a Dementia-Friendly ProfessionalTM