Description - A Big Issue: Your Older and Aging Clients and Their Mental Capacity

How to order: Click on the Add to Cart button on the Course Catalogue page. If you have a coupon code, put it in the coupon code box and the discount will be applied to your order. (Remember to register on CLIFE first!) After you pay for your order with your credit card, you will receive an email with a link to download the Course. You can then use the link provided to read the Course on your computer or print it off.

Test: You will be sent a link to the test in the same email that has your course link. You must login with the username and password you created in your registration to do the test; no login is required for the course.

Certificate: Download your Certificate after successfully completing the test.


Course Description

What’s the big issue? The big issue is the upcoming epidemic of individuals with dementia and Alzheimer’s disease.

What’s the relevance to you? As a financial advisor you must be able to recognize the signs of mental capacity, because mental capacity is a necessity for your business relationship with the client.

There is a link between age and mental incapacity. There are also more Canadians now reaching the age at which mental capacity becomes an issue than ever before. These are the same Canadians set to receive the largest transfer of wealth in our country’s history. The upshot? More people who are more incapable yet with more money that they don’t have the ability to manage or spend.

It’s a pretty frightening scenario.

What this course will do for you
This course will:

  • provide a thorough understanding of what mental capacity is;
  • describe the importance of the related concept of financial capacity;
  • provide you with a tool to assess financial capacity;
  • show you the role of mitigating factors;
  • illustrate how elder abuse and fraud target seniors;
  • list the options for managing incapacity;
  • make a case for sales of insurance product that you can take straight to your clients.


There is a sense of urgency. Get your clients onboard now with the information that supports the need for products to help them should they become victims.


Provincial Life Credits: 5 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 5 credits in BC, AB, SK, MB, ON
CFP® Professionals: 5 credits (Financial Planning)
General Credits: 5 credits in AB

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