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Protecting Vulnerable Investors --> [ DevCourseWeb ]

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Category:

Other > Training

Language:

English

Total Size:

1.46 GB

Info Hash:

e46c48a1985cca9a7d47d07f561ac6a4c5c7447b

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FreeCourseWeb :_trusted_uploader:

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20-05-2024 20:55

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File	Size
Get Bonus Downloads Here.url	182.00 B
~Get Your Files Here !/1 - Introduction.mp4	44.46 MB
~Get Your Files Here !/10 - Warning Signs of Dementia.mp4	26.15 MB
~Get Your Files Here !/11 - Understanding Elder Abuse.mp4	60.22 MB
~Get Your Files Here !/12 - Elder Financial Abuse.mp4	100.89 MB
~Get Your Files Here !/13 - Scams Targeting Seniors.mp4	86.58 MB
~Get Your Files Here !/14 - Case Kathleen.mp4	26.39 MB
~Get Your Files Here !/15 - Penalties and Enforcement.mp4	27.59 MB
~Get Your Files Here !/16 - Regulatory Requirements for Advisors.mp4	29.95 MB
~Get Your Files Here !/17 - Regulatory Requirements for All Advisors.mp4	20.10 MB
~Get Your Files Here !/18 - Suitability.mp4	44.42 MB
~Get Your Files Here !/19 - Know Your Client KYC.mp4	57.13 MB
~Get Your Files Here !/2 - Old Age and the Decline in Financial Literacy.mp4	20.33 MB
~Get Your Files Here !/20 - Know Your Product KYP.mp4	47.52 MB
~Get Your Files Here !/21 - Regulatory Changes for Advisors.mp4	14.73 MB
~Get Your Files Here !/22 - Communicating with your Clients.mp4	24.83 MB
~Get Your Files Here !/23 - Good Communication Practices for Senior Clients.mp4	33.70 MB
~Get Your Files Here !/24 - Handling Complaints.mp4	13.36 MB
~Get Your Files Here !/25 - Regulatory Expectations.mp4	22.91 MB
~Get Your Files Here !/26 - Important Client Documents.mp4	11.90 MB
~Get Your Files Here !/27 - Power of Attorney POA.mp4	36.69 MB
~Get Your Files Here !/28 - Spotting and Preventing POA Abuse.mp4	38.31 MB
~Get Your Files Here !/29 - Trusted Contact Person TPC.mp4	55.87 MB
~Get Your Files Here !/3 - The Demographic Shift in Canada.mp4	32.71 MB
~Get Your Files Here !/30 - Temporary Holds on Client Disbursements.mp4	50.35 MB
~Get Your Files Here !/31 - Understanding Capacity.mp4	43.71 MB
~Get Your Files Here !/32 - Evaluating Capacity.mp4	85.95 MB
~Get Your Files Here !/33 - Taking Steps if Incapacity or Abuse is Suspected.mp4	42.67 MB
~Get Your Files Here !/34 - Firmlevel Measures to Protect Senior Clients.mp4	54.13 MB
~Get Your Files Here !/35 - Implementing an Escalation Process.mp4	45.80 MB
~Get Your Files Here !/36 - Conclusion.mp4	41.76 MB
~Get Your Files Here !/4 - The Wealth Transfer.mp4	44.92 MB
~Get Your Files Here !/5 - Financial Concerns with Aging.mp4	39.14 MB
~Get Your Files Here !/6 - Who are Vulnerable People.mp4	29.71 MB
~Get Your Files Here !/7 - Challenges for Advisors and Firms Dealing with Vulnerable Clients.mp4	54.24 MB
~Get Your Files Here !/8 - Normal Cognitive Aging.mp4	46.52 MB
~Get Your Files Here !/9 - Cognitive Impairment and Dementia.mp4	43.62 MB
~Get Your Files Here !/Bonus Resources.txt	386.00 B

Description

[ DevCourseWeb.com ] Protecting Vulnerable Investors

If You Need More Stuff, kindly Visit and Support Us -->> https://DevCourseWeb.com

MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English (UK) | Size: 1.46 GB | Duration: 1h 25m

Helping financial advisors protect their vulnerable clients

What you'll learn
Students will learn about who vulnerable investors are, including elderly investors and those with diminished capacity
Students will learn about measures and steps that can help protect vulnerable investors from financial exploitation

Requirements
No course prerequisites!

If You Need More Stuff, kindly Visit and Support Us -->> https://CourseWikia.com

Get More Tutorials and Support Us -->> https://FreeCourseWeb.com

We upload these learning materials for the people from all over the world, who have the talent and motivation to sharpen their skills/ knowledge but do not have the financial support to afford the materials. If you like this content and if you are truly in a position that you can actually buy the materials, then Please, we repeat, Please, Support Authors. They Deserve it! Because always remember, without "Them", you and we won't be here having this conversation. Think about it! Peace...