Protecting Vulnerable Investors

  • CategoryOther
  • TypeTutorials
  • LanguageEnglish
  • Total size1.5 GB
  • Uploaded Byfreecoursewb
  • Downloads12
  • Last checkedMay. 25th '24
  • Date uploadedMay. 24th '24
  • Seeders 3
  • Leechers7

Infohash : E46C48A1985CCA9A7D47D07F561AC6A4C5C7447B

Protecting Vulnerable Investors

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!

Files:

[ DevCourseWeb.com ] Protecting Vulnerable Investors
  • Get Bonus Downloads Here.url (0.2 KB)
    • ~Get Your Files Here !
    • 1 - Introduction.mp4 (44.5 MB)
    • 10 - Warning Signs of Dementia.mp4 (26.1 MB)
    • 11 - Understanding Elder Abuse.mp4 (60.2 MB)
    • 12 - Elder Financial Abuse.mp4 (100.9 MB)
    • 13 - Scams Targeting Seniors.mp4 (86.6 MB)
    • 14 - Case Kathleen.mp4 (26.4 MB)
    • 15 - Penalties and Enforcement.mp4 (27.6 MB)
    • 16 - Regulatory Requirements for Advisors.mp4 (30.0 MB)
    • 17 - Regulatory Requirements for All Advisors.mp4 (20.1 MB)
    • 18 - Suitability.mp4 (44.4 MB)
    • 19 - Know Your Client KYC.mp4 (57.1 MB)
    • 2 - Old Age and the Decline in Financial Literacy.mp4 (20.3 MB)
    • 20 - Know Your Product KYP.mp4 (47.5 MB)
    • 21 - Regulatory Changes for Advisors.mp4 (14.7 MB)
    • 22 - Communicating with your Clients.mp4 (24.8 MB)
    • 23 - Good Communication Practices for Senior Clients.mp4 (33.7 MB)
    • 24 - Handling Complaints.mp4 (13.4 MB)
    • 25 - Regulatory Expectations.mp4 (22.9 MB)
    • 26 - Important Client Documents.mp4 (11.9 MB)
    • 27 - Power of Attorney POA.mp4 (36.7 MB)
    • 28 - Spotting and Preventing POA Abuse.mp4 (38.3 MB)
    • 29 - Trusted Contact Person TPC.mp4 (55.9 MB)
    • 3 - The Demographic Shift in Canada.mp4 (32.7 MB)
    • 30 - Temporary Holds on Client Disbursements.mp4 (50.3 MB)
    • 31 - Understanding Capacity.mp4 (43.7 MB)
    • 32 - Evaluating Capacity.mp4 (85.9 MB)
    • 33 - Taking Steps if Incapacity or Abuse is Suspected.mp4 (42.7 MB)
    • 34 - Firmlevel Measures to Protect Senior Clients.mp4 (54.1 MB)
    • 35 - Implementing an Escalation Process.mp4 (45.8 MB)
    • 36 - Conclusion.mp4 (41.8 MB)
    • 4 - The Wealth Transfer.mp4 (44.9 MB)
    • 5 - Financial Concerns with Aging.mp4 (39.1 MB)
    • 6 - Who are Vulnerable People.mp4 (29.7 MB)
    • 7 - Challenges for Advisors and Firms Dealing with Vulnerable Clients.mp4 (54.2 MB)
    • 8 - Normal Cognitive Aging.mp4 (46.5 MB)
    • 9 - Cognitive Impairment and Dementia.mp4 (43.6 MB)
    • Bonus Resources.txt (0.4 KB)

Code:

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