Develop ethical and effective strategies for serving clients with cognitive impairments.
Understanding and managing cognitive impairment is crucial for financial planners, especially when working with clients who may experience such conditions. Cognitive impairments, such as dementia, significantly affect financial decision-making and require tailored planning strategies. This course offers a comprehensive exploration of cognitive impairments, their assessment methods, and the economic impact on clients and the broader Canadian economy.
The course is designed to equip financial planners with the knowledge and skills needed to effectively manage clients with cognitive impairments, ensuring comprehensive financial planning and protection for both clients and planners.
FID Learning has been Established in 2019. We specialize on delivering cutting-edge professional development courses for finance and insurance professionals across the USA and Canada. FID Learning offers over 1,200 comprehensive courses covering topics from basic financial principles to advanced insurance underwriting techniques and risk management. FID Learning's mission is to empower professionals with the knowledge and skills required to excel in the dynamic fields of finance and insurance. Our courses are meticulously crafted by industry experts, ensuring that learners receive the most current and practical education available. Whether you are a newcomer aiming to build a strong foundation or a seasoned professional looking to deepen your expertise, FID Learning provides the resources and support necessary to achieve your career goals. With a commitment to excellence, FID Learning has trained over 200,000 professionals, helping them advance their careers and stay ahead in a competitive market.
Senior Financial Planning Consultant
Dr. Lauren Mitchell is an experienced financial planning consultant specializing in elder care and cognitive impairments. Lauren has helped numerous clients navigate the complexities of financial planning for cognitive health. Dr. Mitchell holds a Ph.D. in Financial Planning from the University of Toronto and is a recognized speaker and author on topics related to cognitive health and financial management.
