15 or 30 CE Credit Webinar! The Key Differences Between Financial Management Capacity (FMC) And Regular Decision-Making Capacity That All Trusted Advisors Should Know

Upcoming 15 or 30 CE Credit Webinar!

Your Choice, You Choose!

The Key Differences Between Financial Management Capacity (FMC) And Regular Decision-Making Capacity That All Trusted Advisors Should Know

One of our Most Well-Attended Sessions!

Thursday June 15th 2023

1:00 PM EST to 2:00 PM EST

There are key differences between FMC and regular decision-making capacity that all trusted advisors should know.

The differences between financial management capacity (FMC) and decision-making capacity is a distinction all trusted advisors who work with aging clients should be able to make. This session helps advisors understand this difference and the best practice tools and communication skills to apply in situations of task specific and fluctuating capacity. Protect your clients. Protect your practice.

Drawing on her own family caregiver experiences, and over 25+ years of related professional experience, Jennifer launched Age Well Solutions to provide the kind of compassionate, comprehensive and expert service that is needed to help individuals and families in today’s market place.

An Elder Care Planning Counselor (EPC), Certified Senior Relocation and Transition Specialist (CRTS), Certified Health Specialist (CHS), Jennifer is well qualified and experienced to lead her team of select professionals in offering practical solutions and Trusted Guidance to Aging Adults and Families.

How it Works

Attend the 1 hour webinar and receive 1 CE credit. AB, MB & QC residents receive NO CE credits for the webinar, but will receive 15 CE or 30 CE online. Then choose between Option 1 OR Option 2.

OPTION 1 - After the webinar, you can complete up to an additional 14 CE credits by using our Online Courses for a total of 15 CE credits. AB, MB & QC residents, you will receive access so that you can complete 15 CE Credits by using our Online CE credit courses.

Only: $159.00 + TAX

OPTION 2 - After the webinar, you can complete up to an additional 29 CE credits by using our Online Courses for a total of 30 CE credits. AB, MB & QC residents, you will receive access so that you can complete 30 CE Credits by using our Online CE credit courses.

Only: $229.00 + TAX

Any additional Online CE must be completed within 30 days.

A note about the CE credits - These CE credits can 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 MFDA APPROVED CE COURSES.

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.

Please note – If you hold an insurance license for another Province other than the Province where you live, please contact that Province for all the non-resident CE information requirements for that Province. The onus is on the advisor to obtain the most up-to-date CE information that pertains to them.

Pro-Seminars | www.pro-seminars.com