Brief Introduction
Helping financial advisors protect their vulnerable clientsDescription
Diminishing capacity and financial exploitation of seniors has become a top priority among regulators of the financial services industry. This course was designed to help support the financial services industry and protect vulnerable investors. If you are an investment advisor or financial planner, particularly in Canada, this course will help you to better protect your most vulnerable clients.
Protecting Vulnerable Investors
- 5
-
![]()
![]()
![]()
![]()
![]()
Helping financial advisors protect their vulnerable clients Diminishing capacity and financial exploitation of seniors has become a top priority among regulators of the financial services industry....
