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10 CE Credit Webinar!

Thursday December 1st, 2022
&
Friday December 2nd, 2022

1PM - 4PM (EST) Ontario Time Both Days

Both Days Must be Attended to Be Eligible for Any CE Credits

LIMITED ATTENDANCE FOR THIS ONE
Dementia-Friendly ProfessionalTM (introductory program)
Protect your clients, protect your practice.
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
About Jennifer Moir:
 
Founder of Age Well Solutions (2015) Jennifer is a committee member of the Seniors Expert Advisory Council (Ontario Securities Committee), an Elder Planning Counselor, Certified Health Specialist, Relocation and Transition Specialist and founder of the Dementia-Friendly ProfessionalTM (DFP) training program for financial service professionals. 
 
With over 25 years of working with aging adults and the professionals who serve them, Jennifer and her team are uniquely positioned to provide financial services professionals with the knowledge and insight needed to offer exceptional service and advice to some of their most valued and long-term clients. From balancing privacy and advocacy in the face of dementia, ensuring compliance with new professional standards linked to vulnerable investors, or delivering whole-person, whole-family advice to aging adults, Age Well Solutions offers vital guidance that helps advisors protect their clients and ensure their practice thrives. 

Jennifer lives in Ottawa, has two children, and enjoys a variety of sporting activity including cycling and golf.


Presented in partnership with Pro-Seminars

Fall 2022
Build Your Knowledge Series
This is How You Will Receive your 10 CE Credits 

BC, SK, & ON Attend both webinars and receive 6 CE credit.
AB, MB & QC residents receive no CE credits for the webinar, BUT you will have access to complete 10 CE credits by using our APPROVED CE for your Province found here - Online Courses

After the webinar, you can complete up to an additional 4 CE credits by using our Online Courses for a total of 10 CE credits. AB, MB & QC residents, you will receive access so that you can complete 10 CE Credits by using our Online CE credit courses.

EPC Members: Only $129.00 + TAX  

Non-EPC Members: Only $159.00 + TAX
A note about the CE credits – These CE credits could also be used for the following Regulators and Associations. Please check the appropriate website for further CE information. 

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE – CHECK OUR APPROVED MFDA Courses here

FP Canada - CFP Designation - Any CE credits earned from Pro-Seminars are considered “Verifiable” and could be used towards the FP Canada CE categories. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into.

(IIROC) - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.
Pro-Seminars | www.pro-seminars.com