Financial Exploitation: Protecting the Senior Client (A.D. Banker Online Course)

The financial exploitation of our senior and vulnerable clients is at epidemic levels, robbing them of billions every year. Financial professionals who are trained to stay informed, vigilant, and engaged are the first line of defense in this battle against fraud, theft, and abuse. This training is designed to educate producers and registered investment advisors, preparing them to identify those vulnerable to exploitation, to recognize the red flags that abuse may be taking place, and to act quickly according to security and regulatory guidelines, to notify the appropriate authorities. This is a case of “See Something – Say Something” for our whole industry.

Format:

Online Course – Review material and receive certification online. Online courses contain written material, chapter quizzes (in most states) and certification exams. Upon finishing the course, you will receive certification on screen confirming you have completed all required actions.

CE Credits:

Approved in most states for Insurance CE. Visit https://www.adbanker.com/fsp/ for details.